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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
126
Reston Wealth Management
Virginia
$981K +$10K +270 +1%
CIAS
127
Capital Investment Advisory Services
North Carolina
$979K +$71.8K +1,937 +9%
BTWM
128
Baker Tilly Wealth Management
Wisconsin
$973K +$893K +24,077 New
OGF
129
Orin Green Financial
California
$926K +$850K +22,930 New
BCA
130
Berman Capital Advisors
Georgia
$915K +$3.45K +93 +0.4%
WP
131
WealthPLAN Partners
Nebraska
$903K -$22.5K -608 -3%
WWM
132
Western Wealth Management
Colorado
$886K +$260K +7,002 +47%
Renaissance Technologies
133
Renaissance Technologies
New York
$877K -$846K -22,800 -51%
NA
134
NewEdge Advisors
Louisiana
$855K -$27.2K -733 -3%
KWM
135
Kingsview Wealth Management
Oregon
$831K +$40.5K +1,093 +6%
IA
136
IFP Advisors
Florida
$813K -$23.8K -643 -3%
DSC
137
Duncker Streett & Co
Missouri
$788K +$2.85K +77 +0.4%
FHA
138
Flagship Harbor Advisors
Massachusetts
$786K -$24K -646 -3%
SIAP
139
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$776K -$18.5K -500 -3%
RC
140
Roundview Capital
New Jersey
$767K +$187K +5,037 +36%
FMN
141
Financial Management Network
California
$760K +$651K +17,566 New
LFG
142
Larson Financial Group
Missouri
$757K +$47.2K +1,272 +7%
GI
143
Glovista Investments
New Jersey
$739K +$679K +18,300 New
FPW
144
Flagship Private Wealth
Massachusetts
$727K +$649K +17,509 New
WJWM
145
Williams Jones Wealth Management
New York
$656K
PA
146
PSI Advisors
Florida
$650K +$331K +8,916 +124%
APP
147
Avantax Planning Partners
Iowa
$647K +$371 +10 +0.1%
KAS
148
Kestra Advisory Services
Texas
$643K +$588K +15,853 +15,853%
LFAS
149
Level Four Advisory Services
Texas
$607K +$51.2K +1,381 +10%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$597K