We are live on ! Find out more
SPMD icon

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
$467K -$8.93K -265 -2%
KWM
127
Kingsview Wealth Management
Oregon
$465K -$38.1K -1,131 -8%
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$459K
Mariner
129
Mariner
Kansas
$452K +$84.9K +2,520 +23%
SFS
130
Sowell Financial Services
Arkansas
$421K +$419K +12,422 New
AF
131
Advisornet Financial
Minnesota
$412K +$110K +3,274 +37%
GVAG
132
Great Valley Advisor Group
Delaware
$402K +$10.4K +309 +3%
LFS
133
Lutz Financial Services
Nebraska
$398K -$41.4K -1,227 -9%
IWMA
134
Ironwood Wealth Management (Arizona)
Arizona
$395K +$267K +7,912 +212%
AG
135
Advisor Group
Arizona
$388K -$64.2K -1,906 -14%
AA
136
Alesco Advisors
New York
$387K +$66.7K +1,979 +21%
AF
137
Affiance Financial
Minnesota
$386K
SW
138
SlateStone Wealth
Florida
$383K
CIAS
139
Capital Investment Advisory Services
North Carolina
$375K +$46.8K +1,390 +14%
BPWA
140
Beacon Pointe Wealth Advisors
California
$352K +$13.4K +397 +4%
FIM
141
Fernwood Investment Management
Massachusetts
$342K
UAS
142
United Asset Strategies
New York
$338K -$964K -28,587 -74%
WP
143
WealthSource Partners
California
$311K -$42.6K -1,264 -12%
LFG
144
LifePlan Financial Group
Ohio
$310K -$35.1K -1,041 -10%
PWMG
145
Prestige Wealth Management Group
New Jersey
$299K +$67 +2 +0%
PWM
146
Perigon Wealth Management
California
$297K +$297K +8,821 New
GC
147
Grimes & Company
Massachusetts
$295K
BRC
148
Bell Rock Capital
Delaware
$292K -$4.08K -121 -1%
MML Investors Services
149
MML Investors Services
Massachusetts
$292K -$741 -22 -0.3%
AMCA
150
Arthur M. Cohen & Associates
Illinois
$284K +$283K +8,384 New