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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$5.49M +$527K +9,677 +10%
CPIG
152
Chicago Partners Investment Group
Illinois
$5.44M +$1.22M +22,362 +27%
MWPCG
153
Measured Wealth Private Client Group
New Hampshire
$5.34M -$7.71M -141,394 -58%
SA
154
Stewardship Advisors
Pennsylvania
$5.18M +$98.4K +1,806 +2%
NA
155
Nottingham Advisors
New York
$5.12M +$944K +17,321 +21%
PIA
156
Perennial Investment Advisors
California
$4.99M -$1.9M -34,783 -26%
Sumitomo Mitsui Trust Group
157
Sumitomo Mitsui Trust Group
Japan
$4.78M +$1.98M +36,400 +64%
TVAMP
158
Tennessee Valley Asset Management Partners
Tennessee
$4.55M +$4.38M +80,287 +929%
IA
159
IFG Advisory
Georgia
$4.48M +$180K +3,303 +4%
RCA
160
Resonant Capital Advisors
Wisconsin
$4.48M +$179K +3,286 +4%
APW
161
Austin Private Wealth
Texas
$4.46M +$3.78M +69,269 +387%
OWA
162
ORBA Wealth Advisors
Illinois
$4.45M +$1.26M +23,203 +36%
BWS
163
Broadway Wealth Solutions
Texas
$4.38M +$293K +5,370 +7%
ECM
164
Evergreen Capital Management
Washington
$4.35M +$3M +55,093 +185%
FFA
165
Founders Financial Alliance
North Carolina
$4.33M +$58.1K +1,065 +1%
Cerity Partners
166
Cerity Partners
New York
$4.27M -$79.1K -1,452 -2%
FIBT
167
First International Bank & Trust
North Dakota
$4.09M -$6.38M -117,000 -59%
CL
168
CVFG LLC
Indiana
$4.06M +$213K +3,907 +5%
VIM
169
Vista Investment Management
Pennsylvania
$3.79M +$63.5K +1,165 +2%
GSC
170
G&S Capital
Colorado
$3.78M +$102K +1,879 +3%
W
171
Wealthquest
Ohio
$3.77M -$1.05M -19,322 -21%
FHA
172
Flagship Harbor Advisors
Massachusetts
$3.76M -$3.53M -64,691 -47%
AFP
173
Ausdal Financial Partners
Iowa
$3.76M +$577K +10,588 +17%
AA
174
ArborFi Advisors
Michigan
$3.7M +$128K +2,341 +3%
T
175
TrueFG
Texas
$3.7M +$408K +7,480 +12%