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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
151
Revolve Wealth Partners
New Jersey
$1.39M +$1.36M +27,923 New
FEG
152
Financial Enhancement Group
Indiana
$1.37M -$41.2K -843 -3%
GSC
153
G&S Capital
Colorado
$1.36M +$17.8K +365 +1%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$1.33M +27,235 New
JPG
155
Jordan Park Group
California
$1.33M -$217K -4,446 -14%
APA
156
Astoria Portfolio Advisors
New York
$1.32M +$1.3M +26,611 New
SG Americas Securities
157
SG Americas Securities
New York
$1.3M +$1.28M +26,200 New
RC
158
Roundview Capital
New Jersey
$1.29M +$114K +2,328 +10%
FC
159
Forte Capital
New York
$1.28M -$44.2K -904 -3%
CWM
160
Collaborative Wealth Management
Florida
$1.28M +$1.26M +25,749 New
Financial Engines Advisors
161
Financial Engines Advisors
California
$1.27M -$1.07K -22 -0.1%
QWM
162
QP Wealth Management
New Jersey
$1.26M +$90.4K +1,850 +8%
FWM
163
Fingerlakes Wealth Management
New York
$1.25M +$1.23M +25,148 New
CIAS
164
CFS Investment Advisory Services
New Jersey
$1.2M -$124K -2,538 -9%
FPWM
165
FSB Premier Wealth Management
Iowa
$1.19M +$63.9K +1,308 +6%
FPW
166
Flagship Private Wealth
Massachusetts
$1.19M +$156K +3,202 +15%
RJA
167
Raymond James & Associates
Florida
$1.18M +$550K +11,261 +90%
FMN
168
Financial Management Network
California
$1.17M -$67.8K -1,388 -6%
JCM
169
Jacobi Capital Management
Pennsylvania
$1.13M +$1.56K +32 +0.1%
SAM
170
S.A. Mason
Michigan
$1.1M +$151K +3,085 +16%
WPC
171
Wedmont Private Capital
Pennsylvania
$1.09M +$1.09M +22,279 New
KWM
172
Kingsview Wealth Management
Oregon
$1.08M +$4.49K +92 +0.4%
WP
173
WealthPLAN Partners
Nebraska
$1.07M +$4.49K +92 +0.4%
AFP
174
Ausdal Financial Partners
Iowa
$1.06M +$73.8K +1,511 +8%
TDWM
175
Topel & Distasi Wealth Management
California
$1.06M +$1.04M +21,232 New