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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$4.31M +$447K +10,551 +10%
PAS
77
Park Avenue Securities
New York
$4.03M +$521K +12,283 +13%
Jane Street
78
Jane Street
New York
$3.97M +$1.78M +42,093 +69%
GWM
79
GSB Wealth Management
Connecticut
$3.91M -$85.8K -2,024 -2%
LFPWM
80
Leicht Financial Planning & Wealth Management
New Jersey
$3.84M +$4.22M +99,611 New
Goldman Sachs
81
Goldman Sachs
New York
$3.84M -$603K -14,224 -13%
CG
82
Colony Group
Massachusetts
$3.81M
RCA
83
Resonant Capital Advisors
Wisconsin
$3.79M -$83.1K -1,960 -2%
WSWA
84
Warren Street Wealth Advisors
California
$3.7M +$132K +3,124 +3%
PC
85
Pecaut & Co
Iowa
$3.7M +$541K +12,759 +15%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$3.6M +$84K +1,980 +2%
JFA
87
JNBA Financial Advisors
Minnesota
$3.54M +$18.5K +437 +0.5%
GKWIM
88
Gerber Kawasaki Wealth & Investment Management
California
$3.53M +$716K +16,889 +23%
CWM
89
Collaborative Wealth Management
Florida
$3.49M +$2.69M +63,433 +234%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$3.48M +$97.3K +2,294 +3%
LWMG
91
Levy Wealth Management Group
Pennsylvania
$3.32M +$2.8M +65,998 +328%
Citadel Advisors
92
Citadel Advisors
Florida
$3.29M +$3.62M +85,286 New
Northern Trust
93
Northern Trust
Illinois
$3.29M +$256K +6,036 +8%
PFA
94
Pure Financial Advisors
California
$3.25M -$102K -2,415 -3%
PFM
95
Parsec Financial Management
North Carolina
$3.08M -$224K -5,292 -6%
JP Morgan Chase
96
JP Morgan Chase
New York
$2.97M -$1.47M -34,662 -31%
SFI
97
SPC Financial Inc
Maryland
$2.9M +$98.8K +2,331 +3%
NAS
98
Nicolet Advisory Services
Wisconsin
$2.87M -$186K -4,390 -6%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2.87M +$2.37M +55,792 +301%
CCT
100
Chemung Canal Trust
New York
$2.64M -$265K -6,250 -8%