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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
101
Higgins & Schmidt Wealth Strategies
Colorado
$11.9M +$270K +4,791 +2%
PAS
102
Park Avenue Securities
New York
$11.5M +$416K +7,387 +4%
WI
103
WrapManager Inc
California
$11.4M -$873K -15,502 -7%
PA
104
PSI Advisors
Florida
$11.3M +$208K +3,688 +2%
WWM
105
Western Wealth Management
Colorado
$10.9M -$45.6K -809 -0.4%
WMR
106
Wealth Management Resources
Rhode Island
$10.8M +$186K +3,299 +2%
NA
107
NewEdge Advisors
Louisiana
$10.6M +$433K +7,679 +4%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$10.3M -$65.6K -1,165 -0.6%
OWA
109
Octavia Wealth Advisors
Ohio
$10.3M +$385K +6,833 +4%
LK
110
Lumbard & Kellner
New Hampshire
$10.3M +$24.2K +430 +0.2%
SA
111
Sanctuary Advisors
Indiana
$10.3M +$391K +6,939 +4%
Northern Trust
112
Northern Trust
Illinois
$10.3M -$372K -6,610 -4%
TFA
113
TPG Financial Advisors
Oregon
$10.2M +$9.63K +171 +0.1%
ZF
114
Zhang Financial
Michigan
$9.9M +$1.13M +20,005 +13%
WCM
115
Windsor Capital Management
Arizona
$9.87M -$214K -3,807 -2%
CWM
116
Collaborative Wealth Management
Florida
$9.83M +$32.5K +577 +0.3%
CA
117
CGN Advisors
Kansas
$9.76M +$458K +8,130 +5%
AQR Capital Management
118
AQR Capital Management
Connecticut
$9.74M +$1.48M +26,226 +18%
WSWA
119
Warren Street Wealth Advisors
California
$9.72M +$1.37M +24,272 +17%
JP Morgan Chase
120
JP Morgan Chase
New York
$9.57M +$1.38M +24,503 +17%
WANY
121
Wealthspire Advisors (New York)
New York
$9.37M -$231K -4,100 -2%
APW
122
Austin Private Wealth
Texas
$9.28M +$661K +11,726 +8%
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$9.28M +$127K +2,255 +1%
FA
124
FF Advisors
California
$8.99M +$689K +12,224 +8%
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$8.76M +$2.63M +46,693 +44%