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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Evermay Wealth Management
Virginia
$14.6M +$1.58M +30,596 +13%
NSAM
77
North Star Asset Management
Wisconsin
$14.4M -$2.69M -52,161 -16%
Raymond James Financial
78
Raymond James Financial
Florida
$14.2M -$2.4M -46,518 -15%
CCM
79
Coldstream Capital Management
Washington
$14.1M +$12.7M +247,540 +2,118%
AF
80
Allworth Financial
California
$12.7M +$980K +19,021 +9%
CNC
81
Citizens & Northern Corp
Pennsylvania
$12.6M -$3.04M -58,989 -20%
AWA
82
Alta Wealth Advisors
Massachusetts
$12.6M +$746K +14,483 +7%
CFP
83
Cascade Financial Partners
California
$12.3M +$1.2M +23,240 +11%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$12.2M -$8.37M -162,558 -42%
MHWM
85
Montz Harcus Wealth Management
Louisiana
$12.2M +$508K +9,854 +5%
AWM
86
Avior Wealth Management
Nebraska
$12.1M +$497K +9,651 +5%
ECM
87
Exchange Capital Management
Michigan
$12.1M +$857K +16,636 +8%
ACM
88
Advance Capital Management
Michigan
$11.8M +$32K +621 +0.3%
WI
89
WrapManager Inc
California
$11.7M +$1.09M +21,120 +11%
WA
90
WBH Advisory
Maryland
$11.3M -$127K -2,461 -1%
MGIA
91
Moneta Group Investment Advisors
Missouri
$11.2M -$93.3K -1,811 -0.9%
IWP
92
IAG Wealth Partners
Wisconsin
$11.2M +$433K +8,416 +4%
OC
93
Oarsman Capital
Wisconsin
$11.1M +$2.81M +54,547 +36%
HSWS
94
Higgins & Schmidt Wealth Strategies
Colorado
$11.1M -$37.4K -726 -0.4%
GIA
95
Gladstone Institutional Advisory
Florida
$11M +$389K +7,555 +4%
B
96
Bensler
Washington
$10.9M +$605K +11,748 +6%
PAS
97
Park Avenue Securities
New York
$10.6M +$242K +4,697 +2%
PA
98
PSI Advisors
Florida
$10.5M +$84.4K +1,638 +0.9%
MSA
99
Marathon Strategic Advisors
Pennsylvania
$10.5M +$1.68M +32,534 +20%
WWM
100
Western Wealth Management
Colorado
$10.4M +$1.34K +26 +0%