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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$248K +$47.1K +1,448 +22%
UAS
127
United Asset Strategies
New York
$246K -$6.41K -197 -2%
DSN
128
D. Scott Neal
Kentucky
$246K
EDRIA
129
Edmonds Duncan Registered Investment Advisors
Kansas
$243K +$269K +8,263 New
CA
130
Cetera Advisors
Colorado
$240K +$9.21K +283 +4%
AMCA
131
Arthur M. Cohen & Associates
Illinois
$236K
CCA
132
Cobblestone Capital Advisors
New York
$236K +$261K +8,030 New
RWM
133
Reston Wealth Management
Virginia
$234K +$259K +7,942 New
AC
134
Alexandria Capital
Virginia
$227K +$252K +7,727 New
LNC
135
Lincoln National Corp
Pennsylvania
$226K -$103K -3,173 -29%
FPCG
136
Fort Pitt Capital Group
Pennsylvania
$225K +$249K +7,655 New
IAS
137
INR Advisory Services
Pennsylvania
$219K +$154K +4,723 +173%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$217K
LFG
139
LifePlan Financial Group
Ohio
$217K +$2.6K +80 +1%
DSC
140
Duncker Streett & Co
Missouri
$200K +$8.01K +246 +4%
BRC
141
Bell Rock Capital
Delaware
$196K +$41.5K +1,276 +23%
GWA
142
Guidant Wealth Advisors
Illinois
$178K +$198K +6,073 New
AWM
143
Avior Wealth Management
Nebraska
$155K +$77.3K +2,374 +81%
MIM
144
Macroview Investment Management
Maryland
$148K +$164K +5,022 +41,850%
WP
145
WealthShield Partners
North Carolina
$145K +$52.4K +1,609 +48%
US Bancorp
146
US Bancorp
Minnesota
$144K +$159K +4,895 New
DWM
147
Doyle Wealth Management
Florida
$132K +$146K +4,488 New
WCM
148
WealthBridge Capital Management
Ohio
$117K +$130K +3,985 New
QAM
149
QCI Asset Management
New York
$95K
FRA
150
Front Row Advisors
California
$90K -$2.34K -72 -2%