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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$1.87M -$64.7K -1,446 -3%
AWMG
152
Alliance Wealth Management Group
New Jersey
$1.86M -$41.6K -930 -2%
WAS
153
Wealth Advisory Solutions
Indiana
$1.8M +$63.2K +1,412 +4%
AWA
154
Arete Wealth Advisors
Illinois
$1.78M -$113K -2,531 -6%
NGA
155
Naples Global Advisors
Florida
$1.72M +$61.5K +1,375 +4%
PFG
156
PAX Financial Group
Texas
$1.69M -$86.9K -1,942 -5%
PSCM
157
Per Stirling Capital Management
Texas
$1.65M +$1.68M +37,469 New
CGA
158
Crescent Grove Advisors
Illinois
$1.64M +$13.7K +305 +0.8%
VPP
159
Vertex Planning Partners
Illinois
$1.59M -$274K -6,125 -14%
FEG
160
Financial Enhancement Group
Indiana
$1.57M -$59.8K -1,335 -3%
CPIG
161
Chicago Partners Investment Group
Illinois
$1.57M +$34.2K +765 +2%
CIC
162
Carnegie Investment Counsel
Ohio
$1.57M +$1.6M +35,640 New
PWG
163
Private Wealth Group
Florida
$1.55M -$208K -4,638 -12%
BTWM
164
Baker Tilly Wealth Management
Wisconsin
$1.51M +$2.77K +62 +0.2%
RFG
165
Range Financial Group
Oregon
$1.46M -$29.1K -650 -2%
PVI
166
Pine Valley Investments
New Jersey
$1.44M +$1.5M +33,619 New
Financial Engines Advisors
167
Financial Engines Advisors
California
$1.43M +$281K +6,282 +24%
PIA
168
Perennial Investment Advisors
California
$1.42M +$1.45M +32,372 New
OPS
169
Orion Portfolio Solutions
Nebraska
$1.41M +$731K +16,340 +103%
BCI
170
Brinker Capital Investments
Pennsylvania
$1.41M +$773K +17,274 +116%
CW
171
CreativeOne Wealth
Kansas
$1.41M +$651K +14,553 +83%
UWM
172
USAdvisors Wealth Management
Minnesota
$1.39M -$170K -3,808 -11%
SWA
173
Stratos Wealth Advisors
Ohio
$1.35M +$70.3K +1,571 +5%
AG
174
Ascent Group
Virginia
$1.31M +$26.1K +584 +2%
RJA
175
Raymond James & Associates
Florida
$1.26M +$83.2K +1,859 +7%