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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
101
Avantax Planning Partners
Iowa
$1.08M -$15.2K -436 -1%
GM
102
GeoWealth Management
Illinois
$1.03M -$1.55M -44,427 -61%
CPO
103
Cerity Partners OCIO
New York
$927K -$41K -1,177 -4%
VBFP
104
Valtinson Bruner Financial Planning
Minnesota
$899K -$16.5K -474 -2%
FC
105
Forte Capital
New York
$884K -$22.5K -646 -3%
AC
106
Avestar Capital
New York
$868K -$5.12K -147 -0.6%
AG
107
Advisor Group
Arizona
$828K +$398K +11,419 +100%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$823K -$602K -17,266 -43%
B
109
Brightworth
Georgia
$804K +$55.1K +1,582 +8%
SMG
110
Smart Money Group
Texas
$804K +$77.3K +2,218 +11%
CA
111
Crumly & Associates
Illinois
$804K +$774K +22,204 New
WAS
112
Wealth Advisory Solutions
Indiana
$797K +$767K +22,004 New
PEA
113
Pacific Edge Advisors
California
$784K -$3.2M -91,950 -81%
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$757K -$6.97K -200 -0.9%
WP
115
WealthPLAN Partners
Nebraska
$747K -$383K -10,990 -35%
CCM
116
Condor Capital Management
New Jersey
$735K +$139 +4 +0%
RFN
117
RDA Financial Network
Iowa
$701K +$2.75K +79 +0.4%
RC
118
Roundview Capital
New Jersey
$695K +$36.6K +1,049 +6%
BIP
119
Blueprint Investment Partners
North Carolina
$695K +$668K +19,176 New
TA
120
TCG Advisors
Texas
$686K -$86.9K -2,494 -12%
DSC
121
Duncker Streett & Co
Missouri
$679K +$5.02K +144 +0.8%
BFA
122
Beacon Financial Advisory
Ohio
$650K +$626K +17,962 New
HSA
123
HBK Sorce Advisory
Pennsylvania
$642K
T
124
TrueFG
Texas
$632K +$608K +17,457 New
GVAG
125
Great Valley Advisor Group
Delaware
$627K +$190K +5,445 +46%