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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$282K +$271K +7,779 New
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$272K +$128K +3,661 +95%
CL
178
Cabana LLC
Arkansas
$271K -$240K -6,880 -48%
VFA
179
Voya Financial Advisors
Connecticut
$268K +$258K +7,400 New
RIA
180
Regal Investment Advisors
Michigan
$266K -$4.15K -119 -2%
GWM
181
Geneos Wealth Management
Colorado
$265K +$18.2K +521 +8%
NFP
182
Narus Financial Partners
Utah
$259K +$249K +7,146 New
LNC
183
Lincoln National Corp
Pennsylvania
$257K -$3.42K -98 -1%
JAWM
184
J. Arnold Wealth Management
Ohio
$256K +$247K +7,079 New
WWM
185
WT Wealth Management
Arizona
$253K +$244K +7,000 New
BCI
186
Brinker Capital Investments
Pennsylvania
$252K +$112K +3,213 +86%
CCA
187
Cobblestone Capital Advisors
New York
$251K
MSA
188
Marino Stram & Associates
Massachusetts
$248K
AWM
189
Altavista Wealth Management
North Carolina
$243K
AMCA
190
Arthur M. Cohen & Associates
Illinois
$239K -$62.4K -1,791 -21%
JMPWA
191
JP Morgan Private Wealth Advisors
California
$234K
WP
192
WealthSource Partners
California
$232K -$96.6K -2,773 -30%
TCM
193
Telos Capital Management
California
$230K -$5.37K -154 -2%
BAM
194
Belpointe Asset Management
Nevada
$224K +$216K +6,188 New
BRC
195
Bell Rock Capital
Delaware
$223K -$85.3K -2,447 -28%
SBH
196
Segall Bryant & Hamill
Illinois
$215K -$26.1K -750 -11%
PA
197
PFG Advisors
Arizona
$215K +$208K +5,960 New
AMM
198
American Money Management
California
$213K -$4.57K -131 -2%
NA
199
NewEdge Advisors
Louisiana
$206K +$199K +5,702 New
CAAS
200
Capital Asset Advisory Services
Michigan
$205K +$196K +5,619 New