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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Merriman Wealth Management
Washington
$5.41M +$5.4M +127,248 New
FAIM
77
Financial Advocates Investment Management
Washington
$5.36M +$292K +6,870 +6%
GWM
78
Geneos Wealth Management
Colorado
$5.32M +$574K +13,526 +12%
LFPWM
79
Leicht Financial Planning & Wealth Management
New Jersey
$5.09M +$855K +20,135 +20%
IWM
80
IHT Wealth Management
Illinois
$5.01M +$197K +4,645 +4%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$4.85M +$1.69M +39,855 +54%
GKWIM
82
Gerber Kawasaki Wealth & Investment Management
California
$4.75M +$861K +20,272 +22%
PAS
83
Park Avenue Securities
New York
$4.71M +$275K +6,474 +6%
CAN
84
Cetera Advisor Networks
California
$4.64M -$3.94M -92,875 -46%
PC
85
Pecaut & Co
Iowa
$4.52M +$447K +10,531 +11%
Corient Private Wealth
86
Corient Private Wealth
Florida
$4.45M +$3.23M +76,153 New
RCA
87
Resonant Capital Advisors
Wisconsin
$4.44M +$259K +6,098 +6%
WSWA
88
Warren Street Wealth Advisors
California
$4.34M +$255K +5,998 +6%
CG
89
Colony Group
Massachusetts
$4.15M -$41.3K -974 -1%
LWMG
90
Levy Wealth Management Group
Pennsylvania
$4.14M +$484K +11,406 +13%
GWM
91
GSB Wealth Management
Connecticut
$4.11M -$199K -4,687 -5%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$4.11M +$135K +3,180 +3%
JP Morgan Chase
93
JP Morgan Chase
New York
$4.1M +$829K +19,525 +25%
APA
94
Astoria Portfolio Advisors
New York
$4.09M +$1.8M +42,328 +87%
MFA
95
Millington Financial Advisors
Illinois
$3.92M +$3.92M +92,241 New
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
$3.82M -$12K -283 -0.3%
MFG
97
Merit Financial Group
Georgia
$3.82M +$3.81M +89,830 New
Northern Trust
98
Northern Trust
Illinois
$3.82M +$195K +4,588 +5%
CWM
99
Collaborative Wealth Management
Florida
$3.77M -$81K -1,909 -2%
JFA
100
JNBA Financial Advisors
Minnesota
$3.75M -$154K -3,636 -4%