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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
151
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$879K
RC
152
Roundview Capital
New Jersey
$877K +$7.86K +179 +0.9%
FPW
153
Flagship Private Wealth
Massachusetts
$855K +$34.7K +791 +5%
WJWM
154
Williams Jones Wealth Management
New York
$811K +$65.8K +1,500 +9%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$781K -$862K -19,648 -54%
T
156
TRUADVICE
Florida
$746K +$201K +4,574 +42%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$692K
SMC
158
Smith, Moore & Co
Missouri
$686K +$169K +3,861 +35%
APP
159
Avantax Planning Partners
Iowa
$683K -$47.7K -1,087 -7%
LFAS
160
Level Four Advisory Services
Texas
$676K -$10.8K -246 -2%
SAM
161
S.A. Mason
Michigan
$673K +$99K +2,255 +18%
BCI
162
Brinker Capital Investments
Pennsylvania
$663K +$82.9K +1,888 +15%
TFCP
163
Twin Focus Capital Partners
Massachusetts
$659K
IA
164
IFG Advisory
Georgia
$655K +$232K +5,280 +58%
CCP
165
Corient Capital Partners
California
$653K +$82K +1,868 +15%
MOS
166
MGO One Seven
Ohio
$619K +$256K +5,835 +76%
SS
167
Simplicity Solutions
Minnesota
$617K -$1.13M -25,764 -66%
FIM
168
Fernwood Investment Management
Massachusetts
$609K
PCA
169
Personal Capital Advisors
California
$599K +$34.5K +785 +6%
GL
170
Graypoint LLC
New York
$579K
OPA
171
Old Port Advisors
Maine
$576K +$70.6K +1,608 +15%
FWP
172
Falcon Wealth Planning
California
$561K -$42.7K -974 -7%
RJA
173
Raymond James & Associates
Florida
$558K +$28.8K +657 +6%
CI
174
CX Institutional
Indiana
$553K -$1.38M -31,360 -72%
NA
175
Nottingham Advisors
New York
$546K -$75K -1,709 -13%