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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
151
Detalus Advisors
Missouri
$1.2M -$6.71M -158,148 -84%
IC
152
IEQ Capital
California
$1.2M +$2.42K +57 +0.2%
SWA
153
Stratos Wealth Advisors
Ohio
$1.18M -$497K -11,732 -28%
JCM
154
Jacobi Capital Management
Pennsylvania
$1.18M +$28.5K +673 +2%
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$1.17M -$23.2K -546 -2%
CA
156
CoreCap Advisors
Michigan
$1.17M +$949K +22,371 +283%
EFS
157
Econ Financial Services
Pennsylvania
$1.15M +$1.27M +29,851 New
WFA
158
Wipfli Financial Advisors
Wisconsin
$1.12M +$482K +11,370 +64%
RC
159
Roundview Capital
New Jersey
$1.06M +$33.8K +796 +3%
WIM
160
WealthPlan Investment Management
Nebraska
$1.06M +$1.03M +24,320 New
MCWS
161
McKinley Carter Wealth Services
West Virginia
$1.04M -$71.4K -1,683 -6%
Financial Engines Advisors
162
Financial Engines Advisors
California
$1.02M +$31.3K +739 +3%
RWP
163
Revolve Wealth Partners
New Jersey
$1.01M -$2.54K -60 -0.2%
FWM
164
Fingerlakes Wealth Management
New York
$1M +$4.62K +109 +0.4%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$1M -$71.3K -1,681 -6%
PPP
166
Private Portfolio Partners
New Jersey
$990K +$1.09M +25,669 New
RJA
167
Raymond James & Associates
Florida
$960K +$54.8K +1,292 +5%
FMN
168
Financial Management Network
California
$946K -$21.2K -500 -2%
FCI
169
Financial Counselors Inc
Kansas
$945K -$74.5K -1,757 -7%
KWM
170
Kingsview Wealth Management
Oregon
$944K -$24.6K -581 -2%
SAM
171
S.A. Mason
Michigan
$938K +$5.3K +125 +0.5%
WP
172
WealthSource Partners
California
$935K +$1.03M +24,242 New
TDWM
173
Topel & Distasi Wealth Management
California
$932K
FC
174
Financial Consulate
Maryland
$922K -$128K -3,025 -11%
FPWM
175
FSB Premier Wealth Management
Iowa
$895K +$7.04K +166 +0.7%