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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$3.64M -$589K -13,880 -14%
CPO
102
Cerity Partners OCIO
New York
$3.4M +$664K +15,638 +24%
PFA
103
Pure Financial Advisors
California
$3.4M -$178K -4,202 -5%
SFI
104
SPC Financial Inc
Maryland
$3.29M +$91.8K +2,162 +3%
PFM
105
Parsec Financial Management
North Carolina
$3.16M -$244K -5,738 -7%
NAS
106
Nicolet Advisory Services
Wisconsin
$3.03M -$193K -4,541 -6%
DC
107
Destiny Capital
Colorado
$2.97M +$2.73M +64,372 New
SF
108
Symphony Financial
Texas
$2.95M +$810K +19,090 +39%
APC
109
Aspire Private Capital
North Carolina
$2.8M -$59K -1,389 -2%
VIM
110
Vista Investment Management
Pennsylvania
$2.74M +$33.1K +780 +1%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$2.72M +$2.72M +64,061 New
NC
112
NovaPoint Capital
Georgia
$2.7M +$14.5K +342 +0.5%
AFS
113
Annapolis Financial Services
Maryland
$2.69M +$1.57K +37 +0.1%
AFP
114
Ausdal Financial Partners
Iowa
$2.64M +$517K +12,188 +24%
CCT
115
Chemung Canal Trust
New York
$2.59M -$318K -7,497 -11%
BC
116
Brio Consultants
California
$2.59M +$39.1K +922 +2%
IA
117
IFG Advisory
Georgia
$2.58M -$62K -1,460 -2%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$2.54M -$352K -8,300 -12%
UCFA
119
United Capital Financial Advisors
Texas
$2.54M -$78K -1,838 -3%
SA
120
Scarborough Advisors
Maryland
$2.52M -$18.1K -426 -0.7%
WPW
121
Watershed Private Wealth
Illinois
$2.47M +$2.47M +58,191 New
FPAS
122
Focus Partners Advisor Solutions
Missouri
$2.45M +$575K +13,545 +31%
AWM
123
AE Wealth Management
Kansas
$2.39M -$222K -5,221 -8%
William Blair & Company
124
William Blair & Company
Illinois
$2.3M +$2.16M +50,966 +1,650%
RFA
125
Register Financial Advisors
Georgia
$2.26M +$2.26M +53,217 New