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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
176
Front Row Advisors
California
$103K +$294 +9 +0.3%
PWM
177
PRW Wealth Management
Massachusetts
$83K +$81.7K +2,500 New
IA
178
IFP Advisors
Florida
$70K -$3.59M -109,726 -98%
ASN
179
Advisory Services Network
Georgia
$54K +$26.1K +800 +98%
AIM
180
Advantage Investment Management
Iowa
$50K +$42.4K +1,297 +645%
CFGS
181
Concourse Financial Group Securities
Alabama
$49K +$4.67K +143 +11%
SFSIG
182
San Francisco Sentry Investment Group
California
$47K +$163 +5 +0.4%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$47K +$32.2K +984 +236%
MA
184
MCF Advisors
Kentucky
$37K +$9.28K +284 +34%
SHIM
185
Stone House Investment Management
Pennsylvania
$34K -$282K -8,640 -89%
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$33K
AIS
187
Accurate Investment Solutions
Pennsylvania
$31K +$30.4K +930 New
RCAG
188
Rehmann Capital Advisory Group
Michigan
$29.5K -$14.2K -434 -33%
BC
189
Barnett & Company
Tennessee
$26K
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$26K
JWA
191
JFS Wealth Advisors
Pennsylvania
$26K +$3.92K +120 +19%
ADL
192
Asset Dedication LLC
California
$24K +$22.1K +677 New
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$10.2K +313 +97%
RFC
194
Regions Financial Corp
Alabama
$19K
APA
195
American Portfolios Advisors
New York
$15.3K +$15K +460 New
LWM
196
Liberty Wealth Management
California
$14K
GRP
197
Global Retirement Partners
California
$13K -$458K -13,999 -97%
SWA
198
Sutton Wealth Advisors
Florida
$12.4K
FHA
199
Flagship Harbor Advisors
Massachusetts
$12K
Citigroup
200
Citigroup
New York
$11K