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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Advisors Capital Management
New Jersey
$910K +$931K +19,717 New
DSC
152
Duncker Streett & Co
Missouri
$889K +$47 +1 +0%
SAM
153
S.A. Mason
Michigan
$878K +$82.4K +1,745 +10%
W
154
Wealthquest
Ohio
$878K +$379K +8,021 +73%
SIAP
155
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$877K -$9.44K -200 -1%
GWAG
156
Garrett Wealth Advisory Group
Texas
$861K +$441K +9,346 +100%
HIIFS
157
Harel Insurance Investments & Financial Services
Israel
$831K -$774K -16,385 -48%
SMA
158
Sage Mountain Advisors
Georgia
$794K +$812K +17,194 New
Citadel Advisors
159
Citadel Advisors
Florida
$779K +$515K +10,915 +183%
WJWM
160
Williams Jones Wealth Management
New York
$772K
GRP
161
Global Retirement Partners
California
$754K -$27.9K -591 -3%
Renaissance Technologies
162
Renaissance Technologies
New York
$743K -$1.03M -21,900 -58%
Millennium Management
163
Millennium Management
New York
$717K +$733K +15,533 New
LFAS
164
Level Four Advisory Services
Texas
$712K +$41.5K +878 +6%
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$703K -$6.45M -136,631 -90%
SMC
166
Smith, Moore & Co
Missouri
$692K
APP
167
Avantax Planning Partners
Iowa
$690K +$1.51K +32 +0.2%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$688K
FFW
169
Fusion Family Wealth
New York
$687K
FTUS
170
Flow Traders U.S.
New York
$676K -$1.54M -32,609 -69%
T
171
TRUADVICE
Florida
$667K -$95.6K -2,025 -13%
TFCP
172
Twin Focus Capital Partners
Massachusetts
$665K
CCP
173
Corient Capital Partners
California
$655K -$4.2K -89 -0.6%
RWM
174
Reston Wealth Management
Virginia
$650K -$342K -7,250 -34%
CW
175
CreativeOne Wealth
Kansas
$637K -$34K -721 -5%