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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Vivaldi Capital Management
Illinois
$6.03M -$36.3K -645 -0.6%
HPC
152
HM Payson & Co
Maine
$5.97M -$1.95M -34,578 -24%
LFPWM
153
Leicht Financial Planning & Wealth Management
New Jersey
$5.96M -$65.7K -1,168 -1%
LK
154
Lumbard & Kellner
New Hampshire
$5.61M +$5.78M +102,635 New
SA
155
Stewardship Advisors
Pennsylvania
$5.44M -$27.5K -489 -0.5%
HC
156
Headland Capital
South Carolina
$5.41M +$5.57M +98,992 New
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$5.33M +$114K +2,020 +2%
W
158
Wealthquest
Ohio
$5.09M -$193K -3,422 -4%
ACM
159
Anfield Capital Management
California
$4.82M +$72.4K +1,286 +1%
Cerity Partners
160
Cerity Partners
New York
$4.64M +$362K +6,435 +8%
CPIG
161
Chicago Partners Investment Group
Illinois
$4.63M +$457K +8,120 +11%
IA
162
IFG Advisory
Georgia
$4.61M +$92.3K +1,640 +2%
RCA
163
Resonant Capital Advisors
Wisconsin
$4.61M -$208K -3,690 -4%
FFA
164
Founders Financial Alliance
North Carolina
$4.56M -$179K -3,185 -4%
NA
165
Nottingham Advisors
New York
$4.52M +$381K +6,774 +9%
MFG
166
Merit Financial Group
Georgia
$4.42M -$114K -2,018 -2%
BWS
167
Broadway Wealth Solutions
Texas
$4.38M +$4.51M +80,142 New
AO
168
Advisor OS
Illinois
$4.38M +$303K +5,392 +7%
MA
169
MJP Associates
Connecticut
$4.22M +$144K +2,555 +3%
CL
170
CVFG LLC
Indiana
$4.12M +$4.24M +75,389 New
VIM
171
Vista Investment Management
Pennsylvania
$3.99M +$52.2K +928 +1%
GSC
172
G&S Capital
Colorado
$3.93M +$982K +17,446 +32%
AA
173
ArborFi Advisors
Michigan
$3.83M +$3.94M +69,941 New
Citadel Advisors
174
Citadel Advisors
Florida
$3.81M +$1.3M +23,052 +49%
PFA
175
Pure Financial Advisors
California
$3.79M +$64.4K +1,145 +2%