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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Park Avenue Securities
New York
$9.71M +$273K +5,003 +3%
TFA
102
TPG Financial Advisors
Oregon
$9.69M +$1.99M +36,577 +24%
B
103
Bensler
Washington
$9.67M +$1.25M +22,985 +14%
NA
104
NewEdge Advisors
Louisiana
$9.52M -$965K -17,701 -9%
BCI
105
Brinker Capital Investments
Pennsylvania
$9.45M -$121K -2,212 -1%
OPS
106
Orion Portfolio Solutions
Nebraska
$9.45M -$121K -2,212 -1%
LK
107
Lumbard & Kellner
New Hampshire
$9.08M +$4.07M +74,750 +73%
WCM
108
Windsor Capital Management
Arizona
$8.99M -$303K -5,550 -3%
BPA
109
Beacon Pointe Advisors
California
$8.91M -$321K -5,886 -3%
OWA
110
Octavia Wealth Advisors
Ohio
$8.8M +$1.54M +28,201 +20%
CWM
111
Collaborative Wealth Management
Florida
$8.69M +$80.8K +1,483 +0.9%
WMR
112
Wealth Management Resources
Rhode Island
$8.54M +$47.4K +869 +0.5%
WANY
113
Wealthspire Advisors (New York)
New York
$8.38M -$71.7K -1,316 -0.8%
PI
114
Pachira Investments
California
$8.25M -$188K -3,456 -2%
MSA
115
Marathon Strategic Advisors
Pennsylvania
$8.24M +$808K +14,818 +10%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$8.21M -$254K -4,655 -3%
PWG
117
Private Wealth Group
Florida
$8.11M -$3.6K -66 -0%
CA
118
CGN Advisors
Kansas
$8.1M +$227K +4,165 +3%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$8.09M +$33K +605 +0.4%
PRS
120
Pinkerton Retirement Specialists
Idaho
$7.99M -$1.68M -30,865 -17%
KW
121
KWB Wealth
California
$7.88M -$696K -12,763 -8%
PC
122
Pecaut & Co
Iowa
$7.87M +$240K +4,411 +3%
OC
123
Oarsman Capital
Wisconsin
$7.67M +$1.63M +29,870 +25%
MHS
124
M Holdings Securities
Oregon
$7.36M -$78.7K -1,443 -1%
SA
125
Sanctuary Advisors
Indiana
$7.36M -$1.02M -18,727 -12%