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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
126
Nicolet Advisory Services
Wisconsin
$2.67M -$181K -4,136 -7%
BC
127
Brio Consultants
California
$2.66M -$129K -2,942 -5%
RFA
128
Register Financial Advisors
Georgia
$2.65M +$126K +2,893 +5%
EFS
129
Econ Financial Services
Pennsylvania
$2.63M +$1.93M +44,088 +335%
SA
130
Scarborough Advisors
Maryland
$2.58M -$54.7K -1,252 -2%
EDRIA
131
Edmonds Duncan Registered Investment Advisors
Kansas
$2.52M +$118K +2,703 +5%
AWS
132
Atria Wealth Solutions
New York
$2.47M +$1.82M +41,713 +346%
RFG
133
Range Financial Group
Oregon
$2.43M +$858K +19,639 +59%
Stifel Financial
134
Stifel Financial
Missouri
$2.4M +$2.06M +47,259 +920%
T
135
TrueFG
Texas
$2.36M +$296K +6,774 +15%
JF
136
JSF Financial
California
$2.36M +$139K +3,189 +7%
GF
137
Goodman Financial
Texas
$2.34M +$22.4K +512 +1%
UAS
138
United Asset Strategies
New York
$2.3M -$18.1K -415 -0.8%
TCM
139
Towercrest Capital Management
Pennsylvania
$2.3M +$34.4K +787 +2%
GM
140
GeoWealth Management
Illinois
$2.3M +$185K +4,232 +9%
AWA
141
Alta Wealth Advisors
Massachusetts
$2.22M +$97.3K +2,228 +5%
UCFA
142
United Capital Financial Advisors
Texas
$2.17M -$122K -2,788 -6%
EWM
143
Executive Wealth Management
Michigan
$2.13M -$5.87M -134,382 -74%
MFG
144
Merit Financial Group
Georgia
$2.12M -$1.98M -45,365 -50%
CI
145
CX Institutional
Indiana
$2.09M +$1.99M +45,621 New
BCI
146
Brinker Capital Investments
Pennsylvania
$2.08M +$576K +13,188 +41%
OPS
147
Orion Portfolio Solutions
Nebraska
$2.08M +$576K +13,188 +41%
PSFG
148
Prairie Sky Financial Group
Illinois
$2.02M +$1.92M +43,948 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M -$97.9K -2,240 -5%
AWMG
150
Alliance Wealth Management Group
New Jersey
$1.96M +$15.8K +361 +0.9%