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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
76
Kohmann Bosshard Financial Services
Ohio
$1.27M +$1.18M +35,939 +252%
IWP
77
IAG Wealth Partners
Wisconsin
$1.27M +$1.64M +50,001 New
SMFS
78
Squar Milner Financial Services
California
$1.27M -$613K -18,751 -27%
FC
79
Financial Consulate
Maryland
$1.24M -$1.28M -39,111 -44%
BC
80
Brio Consultants
California
$1.24M +$57K +1,744 +4%
OC
81
Oarsman Capital
Wisconsin
$1.22M -$236K -7,218 -13%
AWMG
82
Alliance Wealth Management Group
New Jersey
$1.21M -$68K -2,079 -4%
BCA
83
Berman Capital Advisors
Georgia
$1.2M +$1.54M +47,227 New
FI
84
FormulaFolio Investments
Michigan
$1.17M -$6.79M -207,663 -82%
GLA
85
Good Life Advisors
Pennsylvania
$1.17M +$1.5M +45,985 New
FEG
86
Financial Enhancement Group
Indiana
$1.12M -$1.59M -48,572 -52%
AWM
87
AE Wealth Management
Kansas
$1.02M +$9.78K +299 +0.7%
NC
88
NovaPoint Capital
Georgia
$1.01M +$861K +26,311 +195%
CF
89
Centaurus Financial
California
$998K +$112K +3,416 +9%
CAL
90
Capital Analysts LLC
Pennsylvania
$975K -$14.2K -435 -1%
GF
91
Goodman Financial
Texas
$972K +$66.3K +2,028 +6%
WAS
92
Wealth Advisory Solutions
Indiana
$833K +$359K +10,983 +50%
DWM
93
Doyle Wealth Management
Florida
$801K -$251K -7,675 -20%
RIS
94
Retirement Income Solutions
Michigan
$794K -$584K -17,853 -36%
BWFA
95
Baltimore-Washington Financial Advisors
Maryland
$786K +$3.66K +112 +0.4%
BSW
96
Buckingham Strategic Wealth
Missouri
$760K +$981K +29,986 New
HI
97
Horizon Investments
North Carolina
$743K +$959K +29,315 New
FFS
98
Founders Financial Securities
Maryland
$743K +$960K +29,351 New
MCWS
99
McKinley Carter Wealth Services
West Virginia
$728K -$313K -9,555 -25%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$708K -$357K -10,927 -28%