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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthPLAN Partners
Nebraska
$669K +$129K +3,957 +19%
B
102
Brightworth
Georgia
$665K +$132K +4,041 +18%
T
103
TrueFG
Texas
$633K +$247K +7,537 +43%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$629K +$68.9K +2,106 +9%
VFA
105
Voya Financial Advisors
Connecticut
$621K +$551K +16,841 +228%
FC
106
Forte Capital
New York
$609K -$11.9K -365 -1%
RWM
107
Reston Wealth Management
Virginia
$604K +$781K +23,865 New
FHA
108
Flagship Harbor Advisors
Massachusetts
$600K +$749K +22,914 +2,904%
NA
109
Nottingham Advisors
New York
$591K +$763K +23,331 New
VBFP
110
Valtinson Bruner Financial Planning
Minnesota
$586K -$128K -3,920 -16%
GVAG
111
Great Valley Advisor Group
Delaware
$583K +$187K +5,711 +33%
CPO
112
Cerity Partners OCIO
New York
$566K -$111K -3,381 -13%
PAS
113
Park Avenue Securities
New York
$559K +$235K +7,190 +48%
TI
114
Trexquant Investment
Connecticut
$555K +$717K +21,914 New
GSC
115
G&S Capital
Colorado
$540K -$501K -15,309 -42%
TC
116
Trilogy Capital
California
$522K +$602K +18,419 New
SIAP
117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$509K -$26.2K -800 -4%
AI
118
Atria Investments
North Carolina
$504K -$10.8M -331,507 -94%
CIAS
119
Capital Investment Advisory Services
North Carolina
$499K +$238K +7,273 +59%
CCM
120
Condor Capital Management
New Jersey
$494K -$25.2K -771 -4%
APP
121
Avantax Planning Partners
Iowa
$485K -$346K -10,586 -36%
DSC
122
Duncker Streett & Co
Missouri
$477K +$3.34K +102 +0.5%
MML Investors Services
123
MML Investors Services
Massachusetts
$469K +$187K +5,707 +45%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$445K -$3.62M -110,758 -86%
OFG
125
Omega Financial Group
California
$432K +$57.6K +1,760 +12%