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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$1.87M +$119K +2,544 +7%
AG
127
Ascent Group
Virginia
$1.77M +$41.6K +889 +2%
BTWM
128
Baker Tilly Wealth Management
Wisconsin
$1.75M +$93.7K +2,004 +6%
UWM
129
USAdvisors Wealth Management
Minnesota
$1.64M +$52.2K +1,117 +3%
RFG
130
Range Financial Group
Oregon
$1.63M -$1.96K -42 -0.1%
APA
131
Astoria Portfolio Advisors
New York
$1.63M +$369K +7,887 +30%
DWM
132
Doyle Wealth Management
Florida
$1.61M +$5.75K +123 +0.4%
CW
133
CreativeOne Wealth
Kansas
$1.61M +$129K +2,749 +9%
TF
134
TRH Financial
Iowa
$1.59M -$2.87M -61,385 -65%
BDF
135
Black Diamond Financial
Maryland
$1.59M +$1.58M +33,710 New
NA
136
NewEdge Advisors
Louisiana
$1.59M +$39K +833 +3%
W
137
Wealthquest
Ohio
$1.57M
WAS
138
Wealth Advisory Solutions
Indiana
$1.57M +$1.56M +33,372 New
AF
139
Aldebaran Financial
$1.56M -$34.9K -746 -2%
GIA
140
Gladstone Institutional Advisory
Florida
$1.53M +$1.52M +32,500 New
FCI
141
Financial Counselors Inc
Kansas
$1.52M
BWFA
142
Baltimore-Washington Financial Advisors
Maryland
$1.5M +$34K +728 +2%
T
143
TrueFG
Texas
$1.46M +$20.9K +447 +1%
IC
144
IEQ Capital
California
$1.46M +$605K +12,944 +72%
OWA
145
Outlook Wealth Advisors
Texas
$1.44M -$21.5K -460 -1%
WEG
146
World Equity Group
Illinois
$1.44M +$1.43M +30,513 New
KAS
147
Kestra Advisory Services
Texas
$1.44M -$1.6M -34,255 -53%
FHA
148
Flagship Harbor Advisors
Massachusetts
$1.41M +$1.18M +25,337 +562%
FEG
149
Financial Enhancement Group
Indiana
$1.36M +$64.9K +1,387 +5%
MCWS
150
McKinley Carter Wealth Services
West Virginia
$1.35M -$14.9K -319 -1%