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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
101
Cascade Financial Partners
California
$14.1M +$582K +9,557 +4%
B
102
Bensler
Washington
$14M +$332K +5,447 +2%
IWP
103
IAG Wealth Partners
Wisconsin
$13.6M +$199K +3,275 +1%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$13.2M +$68.3K +1,122 +0.5%
HSWS
105
Higgins & Schmidt Wealth Strategies
Colorado
$13.2M +$308K +5,066 +2%
TFA
106
TPG Financial Advisors
Oregon
$13.1M +$902K +14,812 +7%
WWM
107
Western Wealth Management
Colorado
$12.8M +$2.1M +34,458 +19%
WA
108
WBH Advisory
Maryland
$12.6M +$144K +2,370 +1%
MGIA
109
Moneta Group Investment Advisors
Missouri
$12.1M -$290K -4,766 -2%
PA
110
PSI Advisors
Florida
$12.1M +$1.13M +18,609 +10%
FA
111
FF Advisors
California
$12M +$811K +13,318 +8%
WI
112
WrapManager Inc
California
$12M +$458K +7,524 +4%
SA
113
Stewardship Advisors
Pennsylvania
$11.8M +$395K +6,492 +3%
MPG
114
My Portfolio Guide
California
$11.7M +$12.1M +198,060 New
RFS
115
Retirement Financial Solutions
Tennessee
$11.4M -$10.9M -179,006 -48%
BPA
116
Beacon Pointe Advisors
California
$11.2M +$6.63M +108,893 +136%
WMR
117
Wealth Management Resources
Rhode Island
$11.2M +$143K +2,351 +1%
SA
118
Sanctuary Advisors
Indiana
$10.9M -$12.4K -204 -0.1%
NA
119
NewEdge Advisors
Louisiana
$10.8M -$29.3K -482 -0.3%
XPN
120
XY Planning Network
Montana
$10.7M +$730K +11,997 +7%
CWM
121
Collaborative Wealth Management
Florida
$10.4M +$16.1K +264 +0.2%
LK
122
Lumbard & Kellner
New Hampshire
$10.2M +$142K +2,326 +1%
ZF
123
Zhang Financial
Michigan
$10.2M -$264K -4,332 -2%
CA
124
CGN Advisors
Kansas
$10M -$26.6K -437 -0.3%
WFPG
125
Waller Financial Planning Group
Ohio
$10M -$1.8M -29,516 -15%