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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$2.07M +$81.6K +1,670 +4%
PFG
127
PAX Financial Group
Texas
$1.98M +$79.8K +1,633 +4%
OC
128
Oarsman Capital
Wisconsin
$1.94M +$56.6K +1,159 +3%
AI
129
Atria Investments
North Carolina
$1.84M +$1.81M +37,036 New
CPA
130
Clear Perspective Advisors
Illinois
$1.83M +$106K +2,173 +6%
BTWM
131
Baker Tilly Wealth Management
Wisconsin
$1.75M +$303K +6,204 +21%
RFG
132
Range Financial Group
Oregon
$1.72M +$12.1K +247 +0.7%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$1.71M +$1.68M +34,299 New
DWM
134
Doyle Wealth Management
Florida
$1.69M +$81K +1,658 +5%
AF
135
Aldebaran Financial
$1.68M +$1.32M +27,077 +405%
UWM
136
USAdvisors Wealth Management
Minnesota
$1.68M +$133K +2,731 +9%
AG
137
Ascent Group
Virginia
$1.67M +$1.79M +36,730 New
PWM
138
Penobscot Wealth Management
Maine
$1.66M -$7.42K -152 -0.5%
NA
139
NewEdge Advisors
Louisiana
$1.63M +$51K +1,045 +3%
FCI
140
Financial Counselors Inc
Kansas
$1.6M -$150K -3,064 -9%
TRCT
141
Tower Research Capital (TRC)
New York
$1.58M -$961K -19,663 -38%
W
142
Wealthquest
Ohio
$1.57M +$618K +12,644 +66%
CW
143
CreativeOne Wealth
Kansas
$1.56M +$855K +17,497 +127%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$1.55M -$39.7K -812 -3%
OWA
145
Outlook Wealth Advisors
Texas
$1.54M +$1.51M +30,960 New
T
146
TrueFG
Texas
$1.52M +$33.7K +689 +2%
FC
147
Financial Consulate
Maryland
$1.47M +$60.8K +1,245 +4%
Renaissance Technologies
148
Renaissance Technologies
New York
$1.45M +$640K +13,100 +81%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$1.44M -$16.2K -332 -1%
LFG
150
Larson Financial Group
Missouri
$1.42M +$110K +2,247 +9%