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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
151
Laurel Wealth Advisors (California)
California
$416K +$401K +11,493 New
FIM
152
Fernwood Investment Management
Massachusetts
$414K +$46.7K +1,340 +13%
AF
153
Affiance Financial
Minnesota
$413K
SW
154
SlateStone Wealth
Florida
$410K +$871 +25 +0.2%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$409K +$394K +11,296 New
CIAS
156
CBIZ Investment Advisory Services
Ohio
$408K
22CM
157
20/20 Capital Management
California
$405K +$389K +11,158 New
ISWM
158
Independent Solutions Wealth Management
New York
$398K +$383K +10,999 New
Mariner
159
Mariner
Kansas
$387K -$93.2K -2,674 -20%
PWMG
160
Prestige Wealth Management Group
New Jersey
$387K +$65K +1,865 +21%
AA
161
Alesco Advisors
New York
$364K -$47.9K -1,373 -12%
SFS
162
Sowell Financial Services
Arkansas
$354K -$92.5K -2,653 -21%
MIM
163
Macroview Investment Management
Maryland
$349K +$54.4K +1,560 +19%
WWM
164
Windsor Wealth Management
Indiana
$342K +$54.7K +1,570 +20%
LFG
165
LifePlan Financial Group
Ohio
$334K +$2.06K +59 +0.6%
IWMA
166
Ironwood Wealth Management (Arizona)
Arizona
$332K -$86.9K -2,492 -21%
CIA
167
Compass Ion Advisors
Pennsylvania
$331K +$318K +9,136 New
PWM
168
Perigon Wealth Management
California
$322K +$2.89K +83 +0.9%
GC
169
Grimes & Company
Massachusetts
$316K
CWM
170
Cahaba Wealth Management
Georgia
$294K +$941 +27 +0.3%
WPC
171
White Pine Capital
Minnesota
$292K
CAS
172
Cascadia Advisory Services
Oregon
$289K +$278K +7,977 New
EDRIA
173
Edmonds Duncan Registered Investment Advisors
Kansas
$286K -$12.7K -363 -4%
OPA
174
Old Port Advisors
Maine
$285K +$3.8K +109 +1%
SFM
175
Signet Financial Management
New Jersey
$284K -$209 -6 -0.1%