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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Fingerlakes Wealth Management
New York
$1.03M +$17.2K +396 +2%
Financial Engines Advisors
152
Financial Engines Advisors
California
$1.02M -$8.76K -202 -0.8%
KWM
153
Kingsview Wealth Management
Oregon
$994K +$104K +2,388 +11%
GWSG
154
GPS Wealth Strategies Group
Colorado
$989K -$42.4K -977 -4%
SAM
155
S.A. Mason
Michigan
$961K +$2.65K +61 +0.3%
FMN
156
Financial Management Network
California
$942K +$6.29K +145 +0.6%
RJA
157
Raymond James & Associates
Florida
$937K -$16.1K -370 -2%
QWM
158
QP Wealth Management
New Jersey
$922K -$66.8K -1,541 -6%
FPWM
159
FSB Premier Wealth Management
Iowa
$914K -$19.8K -457 -2%
TF
160
TRH Financial
Iowa
$893K -$489K -11,271 -33%
SAM
161
Smithbridge Asset Management
Pennsylvania
$891K +$974K +22,450 New
WPC
162
Wedmont Private Capital
Pennsylvania
$884K
WJWM
163
Williams Jones Wealth Management
New York
$874K
TDWM
164
Topel & Distasi Wealth Management
California
$843K
CW
165
CreativeOne Wealth
Kansas
$833K -$567K -13,061 -38%
BCM
166
Brookstone Capital Management
Illinois
$821K -$98.2K -2,264 -10%
WA
167
Waddell & Associates
Tennessee
$813K +$457K +10,524 +106%
FC
168
Forte Capital
New York
$809K -$236K -5,430 -21%
LWMG
169
Levy Wealth Management Group
Pennsylvania
$798K +$873K +20,117 New
MFG
170
Merit Financial Group
Georgia
$787K +$582K +13,421 +210%
BWG
171
Beta Wealth Group
California
$782K -$9.85K -227 -1%
JPG
172
Jordan Park Group
California
$775K -$6.16K -142 -0.7%
OGF
173
Orin Green Financial
California
$772K -$34.2K -788 -4%
Mariner
174
Mariner
Kansas
$765K -$191K -4,413 -19%
CWMGP
175
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$763K +$55.4K +1,278 +7%