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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$429K +$1.41K +43 +0.3%
AG
127
Advisor Group
Arizona
$413K +$84.3K +2,578 +26%
KWM
128
Kingsview Wealth Management
Oregon
$407K +$21.6K +662 +6%
CPIG
129
Chicago Partners Investment Group
Illinois
$405K +$127K +3,879 +49%
DSC
130
Duncker Streett & Co
Missouri
$401K +$171K +5,231 +77%
AFP
131
Ausdal Financial Partners
Iowa
$391K +$61.1K +1,868 +19%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$385K -$420K -12,836 -53%
GVAG
133
Great Valley Advisor Group
Delaware
$385K +$378K +11,556 New
AF
134
Affiance Financial
Minnesota
$380K -$677K -20,708 -64%
SW
135
SlateStone Wealth
Florida
$376K
AC
136
Alexandria Capital
Virginia
$363K +$104K +3,169 +41%
Mariner
137
Mariner
Kansas
$361K +$354K +10,825 New
WP
138
WealthSource Partners
California
$358K -$221K -6,773 -39%
RC
139
Roundview Capital
New Jersey
$358K +$351K +10,742 New
BPWA
140
Beacon Pointe Wealth Advisors
California
$355K +$348K +10,642 New
AF
141
Advisornet Financial
Minnesota
$346K +$31.7K +969 +10%
MIM
142
Macroview Investment Management
Maryland
$339K +$168K +5,142 +102%
SBH
143
Segall Bryant & Hamill
Illinois
$337K +$331K +10,113 New
FIM
144
Fernwood Investment Management
Massachusetts
$336K +$330K +10,088 New
PWM
145
Paulson Wealth Management
Illinois
$329K +$34.5K +1,056 +12%
LFG
146
LifePlan Financial Group
Ohio
$320K +$72.5K +2,217 +30%
AA
147
Alesco Advisors
New York
$319K +$15.9K +486 +5%
CA
148
Cetera Advisors
Colorado
$317K +$47.4K +1,450 +18%
AWM
149
Avior Wealth Management
Nebraska
$313K +$134K +4,109 +78%
CIAS
150
Capital Investment Advisory Services
North Carolina
$306K -$24.3K -742 -7%