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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
176
Fernwood Investment Management
Massachusetts
$628K
Legacy Financial Group (Iowa)
177
Legacy Financial Group (Iowa)
Iowa
$621K -$748K -15,763 -55%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$621K +$67.4K +1,421 +12%
PCA
179
Personal Capital Advisors
California
$613K -$5.6K -118 -0.9%
GL
180
Graypoint LLC
New York
$586K -$11.4K -240 -2%
FWP
181
Falcon Wealth Planning
California
$579K
KPW
182
Kore Private Wealth
New York
$574K +$577K +12,158 New
Mariner
183
Mariner
Kansas
$563K +$566K +11,920 New
AWM
184
Avior Wealth Management
Nebraska
$534K -$17.1K -360 -3%
CCM
185
Coldstream Capital Management
Washington
$533K +$536K +11,297 New
W
186
Wealthquest
Ohio
$519K +$523K +11,014 New
WOSD
187
WFA of San Diego
California
$518K -$8.78K -185 -2%
EFL
188
ERn Financial LLC
Wisconsin
$487K -$66.1K -1,392 -12%
ODCM
189
Old Dominion Capital Management
Virginia
$487K
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$487K +$167K +3,524 +52%
ACP
191
Aveo Capital Partners
Colorado
$485K +$20.6K +434 +4%
VBFP
192
Valtinson Bruner Financial Planning
Minnesota
$467K -$10.6K -224 -2%
KPWS
193
Kestra Private Wealth Services
Texas
$461K +$122K +2,565 +36%
LA
194
Latitude Advisors
Florida
$448K -$50.2K -1,058 -10%
ISWM
195
Independent Solutions Wealth Management
New York
$441K +$26.2K +552 +6%
GWAG
196
Garrett Wealth Advisory Group
Texas
$439K +$3.94K +83 +0.9%
OPA
197
Old Port Advisors
Maine
$409K -$180K -3,796 -30%
ASN
198
Advisory Services Network
Georgia
$408K +$26.2K +553 +7%
CIA
199
Compass Ion Advisors
Pennsylvania
$407K +$1.38K +29 +0.3%
DI
200
Diligent Investors
California
$406K