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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
176
Omega Financial Group
California
$237K -$315K -9,586 -57%
PA
177
PSI Advisors
Florida
$234K +$236K +7,179 New
KAS
178
Kestra Advisory Services
Texas
$227K +$3.29K +100 New
AWM
179
Altavista Wealth Management
North Carolina
$219K
BHWM
180
Bay Harbor Wealth Management
Maryland
$217K -$121K -3,695 -36%
KPWS
181
Kestra Private Wealth Services
Texas
$210K +$212K +6,440 New
RJA
182
Raymond James & Associates
Florida
$208K +$210K +6,386 New
PCA
183
Personal Capital Advisors
California
$208K +$210K +6,387 New
MML Investors Services
184
MML Investors Services
Massachusetts
$204K -$75.2K -2,288 -27%
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$201K -$80K -2,436 -28%
Millennium Management
186
Millennium Management
New York
$201K +$202K +6,150 New
US Bancorp
187
US Bancorp
Minnesota
$181K
APA
188
American Portfolios Advisors
New York
$172K -$25K -762 -13%
CAL
189
Capital Advisors Ltd
Ohio
$166K -$3.35K -102 -2%
CAAS
190
Capital Asset Advisory Services
Michigan
$165K -$4.4K -134 -3%
Fidelity Investments
191
Fidelity Investments
Massachusetts
$145K +$12K +365 +9%
VC
192
Vicus Capital
Pennsylvania
$133K +$134K +4,088 New
FRA
193
Front Row Advisors
California
$130K -$1.31K -40 -1%
CSPIA
194
Cary Street Partners Investment Advisory
Virginia
$124K +$125K +3,800 New
CFD
195
Creative Financial Designs
Indiana
$106K +$102K +3,094 +2,049%
WP
196
WealthShield Partners
North Carolina
$85K +$131 +4 +0.2%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$74K +$4.73K +144 +7%
Bessemer Group
198
Bessemer Group
New Jersey
$56K +$164 +5 +0.3%
SPIA
199
Steward Partners Investment Advisory
New York
$48K +$2.46K +75 +5%
OSNBOA
200
Old Second National Bank of Aurora
Illinois
$46K +$3.06K +93 +7%