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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
$13.3M +$1.3M +23,823 +10%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$13.3M -$416K -7,625 -3%
ARC
78
Advisor Resource Council
Texas
$12.4M +$13.3M +243,713 New
EWM
79
Evermay Wealth Management
Virginia
$12.2M +$1.68M +30,894 +15%
EIG
80
Ellenbecker Investment Group
Wisconsin
$12.2M +$5.89M +108,022 +83%
TC
81
TownSquare Capital
Utah
$12.1M +$137K +2,506 +1%
DWM
82
Dakota Wealth Management
Florida
$11.6M +$8.84M +162,133 +249%
AWA
83
Alta Wealth Advisors
Massachusetts
$11.1M +$301K +5,527 +3%
ACM
84
Advance Capital Management
Michigan
$11.1M +$324K +5,953 +3%
MHWM
85
Montz Harcus Wealth Management
Louisiana
$11M +$369K +6,766 +3%
AWM
86
Avior Wealth Management
Nebraska
$10.9M +$672K +12,327 +6%
WA
87
WBH Advisory
Maryland
$10.8M +$225K +4,133 +2%
AF
88
Allworth Financial
California
$10.7M -$1.54M -28,163 -12%
MGIA
89
Moneta Group Investment Advisors
Missouri
$10.6M +$854K +15,675 +8%
CSP
90
Cary Street Partners
Virginia
$10.6M +$524K +9,616 +5%
ECM
91
Exchange Capital Management
Michigan
$10.5M +$956K +17,544 +9%
HSWS
92
Higgins & Schmidt Wealth Strategies
Colorado
$10.5M +$405K +7,426 +4%
SPWG
93
Syntegra Private Wealth Group
Missouri
$10.4M +$1.84M +33,756 +20%
CFP
94
Cascade Financial Partners
California
$10.4M +$532K +9,758 +5%
IWP
95
IAG Wealth Partners
Wisconsin
$10.1M +$751K +13,772 +8%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$10M -$1.23M -22,500 -10%
GIA
97
Gladstone Institutional Advisory
Florida
$9.95M +$3.02M +55,448 +40%
WI
98
WrapManager Inc
California
$9.94M +$271K +4,972 +3%
PA
99
PSI Advisors
Florida
$9.82M +$373K +6,848 +4%
WWM
100
Western Wealth Management
Colorado
$9.78M -$2.12M -38,853 -17%