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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$2.57M +$516K +10,867 +25%
EH
102
Equitable Holdings
New York
$2.55M +$504K +10,620 +24%
TCM
103
Towercrest Capital Management
Pennsylvania
$2.53M -$236K -4,964 -8%
MA
104
MJP Associates
Connecticut
$2.51M +$77.9K +1,641 +3%
IA
105
IFP Advisors
Florida
$2.46M +$974K +20,526 +65%
WAM
106
WealthTrust Asset Management
Florida
$2.36M +$2.37M +49,989 New
GF
107
Goodman Financial
Texas
$2.34M -$59.6K -1,256 -2%
DJSG
108
D.J. St. Germain
Massachusetts
$2.25M +$2.26M +47,631 New
FTUS
109
Flow Traders U.S.
New York
$2.23M +$1.7M +35,722 +309%
KAS
110
Kestra Advisory Services
Texas
$2.15M -$646K -13,618 -23%
AWA
111
Arete Wealth Advisors
Illinois
$2.15M +$86.8K +1,830 +4%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.14M +$220K +4,646 +11%
GWM
113
Geneos Wealth Management
Colorado
$2.1M -$6.97M -146,770 -77%
Goldman Sachs
114
Goldman Sachs
New York
$2.06M -$3.3M -69,490 -61%
AWMG
115
Alliance Wealth Management Group
New Jersey
$2.03M -$193K -4,058 -9%
EDRIA
116
Edmonds Duncan Registered Investment Advisors
Kansas
$2M +$30.9K +651 +2%
GM
117
GeoWealth Management
Illinois
$1.98M +$579K +12,205 +41%
UAS
118
United Asset Strategies
New York
$1.87M +$17.9K +377 +1%
SWP
119
Stratos Wealth Partners
Ohio
$1.83M -$67.2K -1,417 -4%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$1.82M
Renaissance Technologies
121
Renaissance Technologies
New York
$1.79M +$418K +8,800 +30%
RPCA
122
Running Point Capital Advisors
California
$1.75M +$190 +4 +0%
OC
123
Oarsman Capital
Wisconsin
$1.73M +$84.4K +1,778 +5%
PWM
124
Penobscot Wealth Management
Maine
$1.71M +$1.72M +36,304 New
PFG
125
PAX Financial Group
Texas
$1.65M -$34.4K -725 -2%