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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSN
151
D. Scott Neal
Kentucky
$305K +$26K +795 +10%
MML Investors Services
152
MML Investors Services
Massachusetts
$294K +$288K +8,820 New
SFM
153
Signet Financial Management
New Jersey
$286K -$70.4K -2,155 -21%
GC
154
Grimes & Company
Massachusetts
$286K
IAS
155
INR Advisory Services
Pennsylvania
$285K +$35.2K +1,076 +14%
EDRIA
156
Edmonds Duncan Registered Investment Advisors
Kansas
$275K
MWPCG
157
Measured Wealth Private Client Group
New Hampshire
$255K +$250K +7,658 New
CWM
158
Cahaba Wealth Management
Georgia
$254K -$1.46M -44,556 -85%
BRC
159
Bell Rock Capital
Delaware
$240K +$14.5K +443 +7%
LNC
160
Lincoln National Corp
Pennsylvania
$236K -$19.4K -595 -8%
CCA
161
Cobblestone Capital Advisors
New York
$234K -$32.7K -1,000 -12%
MSA
162
Marino Stram & Associates
Massachusetts
$228K +$224K +6,847 New
AWM
163
Altavista Wealth Management
North Carolina
$224K +$219K +6,715 New
JIC
164
Johnson Investment Counsel
Ohio
$224K +$220K +6,716 New
OPA
165
Old Port Advisors
Maine
$223K +$219K +6,704 New
SFWC
166
Strategic Family Wealth Counselors
New Jersey
$207K +$203K +6,207 New
VAS
167
Vestmark Advisory Solutions
Massachusetts
$206K +$202K +6,184 New
ACM
168
AlphaStar Capital Management
North Carolina
$204K -$304K -9,291 -28%
GWA
169
Guidant Wealth Advisors
Illinois
$184K -$17.6K -538 -9%
WP
170
WealthShield Partners
North Carolina
$165K +$163 +5 +0.1%
US Bancorp
171
US Bancorp
Minnesota
$147K -$15.7K -479 -10%
WCM
172
WealthBridge Capital Management
Ohio
$144K +$8.14K +249 +6%
IWMA
173
Ironwood Wealth Management (Arizona)
Arizona
$122K +$90.1K +2,757 +308%
GWM
174
Geneos Wealth Management
Colorado
$118K +$71.1K +2,175 +158%
QAM
175
QCI Asset Management
New York
$107K