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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
151
BOK Financial Private Wealth
Colorado
$5.52M +$5.22M +101,417 New
AO
152
Advisor OS
Illinois
$5.44M -$953K -18,509 -16%
SF
153
Symphony Financial
Texas
$5.35M +$4.95M +96,144 New
PIA
154
Perennial Investment Advisors
California
$5.15M -$147K -2,857 -3%
TVAMP
155
Tennessee Valley Asset Management Partners
Tennessee
$5.11M +$258K +5,018 +6%
FTUS
156
Flow Traders U.S.
New York
$5.06M +$4.79M +93,047 New
BFA
157
Bill Few Associates
Pennsylvania
$5.02M +$1.65M +32,015 +53%
OWM
158
Omnitrust Wealth Management
Florida
$4.92M +$3.75M +72,842 New
MWPCG
159
Measured Wealth Private Client Group
New Hampshire
$4.89M -$741K -14,393 -14%
CL
160
CVFG LLC
Indiana
$4.75M +$413K +8,020 +10%
FFA
161
Founders Financial Alliance
North Carolina
$4.73M +$124K +2,400 +3%
HWP
162
Hibernia Wealth Partners
Louisiana
$4.69M +$2.22M +43,066 +100%
Financial Engines Advisors
163
Financial Engines Advisors
California
$4.66M +$3.15M +61,117 +250%
ECM
164
Evergreen Capital Management
Washington
$4.63M +$16.1K +312 +0.4%
IA
165
IFG Advisory
Georgia
$4.61M -$151K -2,926 -3%
AFP
166
Ausdal Financial Partners
Iowa
$4.59M +$566K +10,996 +15%
FF
167
Foronjy Financial
California
$4.52M +$4.28M +83,051 New
XPN
168
XY Planning Network
Montana
$4.49M +$2.1M +40,740 +97%
Stifel Financial
169
Stifel Financial
Missouri
$4.24M +$745K +14,466 +23%
PCA
170
Prosperity Capital Advisors
Ohio
$4.19M +$3.97M +77,008 New
RFA
171
Register Financial Advisors
Georgia
$4.16M +$242K +4,699 +7%
VIM
172
Vista Investment Management
Pennsylvania
$4.14M +$101K +1,963 +3%
GM
173
GeoWealth Management
Illinois
$4.09M +$3.12M +60,671 +418%
T
174
TrueFG
Texas
$4.09M +$152K +2,959 +4%
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
$4.05M +$1.34M +25,958 +53%