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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
76
SPC Financial Inc
Maryland
$5.54M +$930K +19,031 +21%
IWP
77
IAG Wealth Partners
Wisconsin
$5.5M -$138K -2,832 -2%
FAIM
78
Financial Advocates Investment Management
Washington
$5.29M +$194K +3,962 +4%
PA
79
PSI Advisors
Florida
$5.21M +$1.19M +24,400 +30%
CA
80
CGN Advisors
Kansas
$5.09M +$284K +5,816 +6%
CGFA
81
Colton Groome Financial Advisors
North Carolina
$5.03M +$4.94M +101,147 New
JFA
82
JNBA Financial Advisors
Minnesota
$5.01M -$20.1K -412 -0.4%
IWM
83
IHT Wealth Management
Illinois
$4.96M +$525K +10,738 +12%
CG
84
Colony Group
Massachusetts
$4.92M -$14.2K -290 -0.3%
WWM
85
Western Wealth Management
Colorado
$4.9M +$4.81M +98,476 New
PFM
86
Parsec Financial Management
North Carolina
$4.83M -$152K -3,113 -3%
TF
87
TRH Financial
Iowa
$4.73M -$1.72M -35,198 -27%
NC
88
NovaPoint Capital
Georgia
$4.72M +$263K +5,387 +6%
NAS
89
Nicolet Advisory Services
Wisconsin
$4.57M -$262K -5,359 -6%
GWM
90
GSB Wealth Management
Connecticut
$4.57M +$187K +3,820 +4%
PFA
91
Pure Financial Advisors
California
$4.48M -$295K -6,035 -6%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$4.33M +$377K +7,721 +10%
WSWA
93
Warren Street Wealth Advisors
California
$4.3M +$4.23M +86,543 New
GM
94
GeoWealth Management
Illinois
$4.27M +$2.96M +60,652 +241%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$4.26M +$3.44M +70,467 +463%
GSWM
96
Golden State Wealth Management
California
$4.21M +$409K +8,380 +11%
BOC
97
Bull Oak Capital
California
$4.16M +$4.09M +83,709 New
Northern Trust
98
Northern Trust
Illinois
$4.07M
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$3.84M +$95.5K +1,955 +3%
CCT
100
Chemung Canal Trust
New York
$3.72M