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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
126
McKinley Carter Wealth Services
West Virginia
$1.35M -$3.45K -73 -0.2%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$1.33M +$86.7K +1,837 +7%
CIAS
128
CFS Investment Advisory Services
New Jersey
$1.31M +$1.35M +28,490 New
FEG
129
Financial Enhancement Group
Indiana
$1.31M -$3.45K -73 -0.3%
FC
130
Financial Consulate
Maryland
$1.31M -$25.6K -543 -2%
GSC
131
G&S Capital
Colorado
$1.24M +$18.3K +387 +1%
FC
132
Forte Capital
New York
$1.23M +$11.1K +234 +0.9%
LFG
133
Larson Financial Group
Missouri
$1.21M +$126K +2,674 +11%
Financial Engines Advisors
134
Financial Engines Advisors
California
$1.18M +$12.4K +262 +1%
WAS
135
Wealth Advisory Solutions
Indiana
$1.17M -$273K -5,771 -19%
GM
136
GeoWealth Management
Illinois
$1.16M -$789K -16,711 -40%
FMN
137
Financial Management Network
California
$1.16M +$55.3K +1,171 +5%
WP
138
WealthPLAN Partners
Nebraska
$1.14M -$6.99K -148 -0.6%
RC
139
Roundview Capital
New Jersey
$1.09M -$8.03K -170 -0.7%
QWM
140
QP Wealth Management
New Jersey
$1.08M +$19.2K +406 +2%
JCM
141
Jacobi Capital Management
Pennsylvania
$1.05M +$59.2K +1,253 +6%
FPWM
142
FSB Premier Wealth Management
Iowa
$1.04M +$41.2K +873 +4%
UAS
143
United Asset Strategies
New York
$1.04M -$809K -17,135 -43%
KWM
144
Kingsview Wealth Management
Oregon
$1M +$897 +19 +0.1%
HF
145
HRT Financial
New York
$983K +$1.01M +21,316 New
AC
146
Apella Capital
Connecticut
$967K +$116K +2,464 +13%
FPW
147
Flagship Private Wealth
Massachusetts
$956K +$41.2K +873 +4%
OGF
148
Orin Green Financial
California
$943K +$37K +783 +4%
BCI
149
Brinker Capital Investments
Pennsylvania
$929K +$31.4K +665 +3%
AFP
150
Ausdal Financial Partners
Iowa
$917K +$679K +14,383 +262%