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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$11.2M
CWM
127
Collaborative Wealth Management
Florida
$11.1M -$675K -10,484 -6%
CA
128
CGN Advisors
Kansas
$11.1M -$325K -5,044 -3%
WCM
129
Windsor Capital Management
Arizona
$10.6M -$332K -5,165 -3%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$10.6M -$4.23M -65,824 -30%
NAM
131
NorthCrest Asset Manangement
Minnesota
$10.5M +$3.83M +59,604 +61%
WMR
132
Wealth Management Resources
Rhode Island
$10.3M -$2.3M -35,800 -19%
BCP
133
Berkeley Capital Partners
Georgia
$10.3M +$446K +6,927 +5%
WFPG
134
Waller Financial Planning Group
Ohio
$10.2M -$1.13M -17,594 -10%
MAM
135
Madison Asset Management
Wisconsin
$10.2M +$6.37M +98,969 +193%
PWG
136
Private Wealth Group
Florida
$9.81M +$1.1M +17,059 +13%
WANY
137
Wealthspire Advisors (New York)
New York
$9.75M -$436K -6,772 -4%
RF
138
RetireMitten Financial
Michigan
$9.74M +$485K +7,538 +6%
Northern Trust
139
Northern Trust
Illinois
$9.57M +$244K +3,794 +3%
MFA
140
Millington Financial Advisors
Illinois
$9.49M +$243K +3,771 +3%
KW
141
KWB Wealth
California
$9.42M +$1.1M +17,132 +14%
CIC
142
Carnegie Investment Counsel
Ohio
$9.28M +$298K +4,637 +3%
IWM
143
IHT Wealth Management
Illinois
$9.26M +$189K +2,931 +2%
BFPW
144
BOK Financial Private Wealth
Colorado
$9.22M -$387K -6,008 -4%
BCI
145
Brinker Capital Investments
Pennsylvania
$8.85M -$51.5K -801 -0.6%
ITC
146
Inspire Trust Company
Nevada
$8.82M
CPIG
147
Chicago Partners Investment Group
Illinois
$8.82M +$362K +5,628 +4%
AC
148
AlphaCore Capital
California
$8.81M -$437K -6,792 -5%
AA
149
AF Advisors
California
$8.65M
CCM
150
Consolidated Capital Management
California
$8.32M +$127K +1,980 +2%