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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
126
Ausdal Financial Partners
Iowa
$485K +$73.8K +2,192 +19%
MSAM
127
Moloney Securities Asset Management
Missouri
$480K -$12.8K -380 -3%
DAS
128
Dynamic Advisor Solutions
Arizona
$478K +$38.9K +1,156 +9%
CPA
129
Clear Perspective Advisors
Illinois
$470K -$5.32K -158 -1%
KBFS
130
Kohmann Bosshard Financial Services
Ohio
$461K
AG
131
Advisor Group
Arizona
$455K +$32.9K +978 +8%
LFS
132
Lutz Financial Services
Nebraska
$442K +$1.68K +50 +0.4%
5L
133
55I LLC
Massachusetts
$424K +$419K +12,451 New
AWM
134
Avior Wealth Management
Nebraska
$404K +$82.3K +2,445 +26%
CPIG
135
Chicago Partners Investment Group
Illinois
$401K +$1.51K +45 +0.4%
CFA
136
Carroll Financial Associates
North Carolina
$396K -$22.5M -668,520 -98%
GVAG
137
Great Valley Advisor Group
Delaware
$394K
CW
138
CreativeOne Wealth
Kansas
$390K +$385K +11,441 New
AF
139
Affiance Financial
Minnesota
$388K
SW
140
SlateStone Wealth
Florida
$385K
MIM
141
Macroview Investment Management
Maryland
$370K +$23.5K +697 +7%
Mariner
142
Mariner
Kansas
$369K
WP
143
WealthSource Partners
California
$356K -$10.3K -306 -3%
LFG
144
LifePlan Financial Group
Ohio
$347K +$20.2K +600 +6%
CA
145
Cetera Advisors
Colorado
$345K +$16.1K +479 +5%
FIM
146
Fernwood Investment Management
Massachusetts
$344K
BPWA
147
Beacon Pointe Wealth Advisors
California
$340K -$22.5K -667 -6%
CIAS
148
Capital Investment Advisory Services
North Carolina
$327K +$16.3K +485 +5%
AA
149
Alesco Advisors
New York
$321K -$4.98K -148 -2%
AF
150
Advisornet Financial
Minnesota
$302K -$51.1K -1,517 -15%