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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
$614K
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$609K +$1.32K +28 +0.2%
RJA
178
Raymond James & Associates
Florida
$577K -$74.1K -1,569 -11%
GL
179
Graypoint LLC
New York
$573K
BIP
180
Blueprint Investment Partners
North Carolina
$566K +$181K +3,842 +46%
FWP
181
Falcon Wealth Planning
California
$564K -$2.55K -54 -0.4%
KPW
182
Kore Private Wealth
New York
$561K
KAS
183
Kestra Advisory Services
Texas
$551K -$1.59M -33,702 -74%
Legacy Financial Group (Iowa)
184
Legacy Financial Group (Iowa)
Iowa
$538K -$69.9K -1,481 -11%
LWM
185
Laidlaw Wealth Management
New York
$538K +$230K +4,866 +72%
AWM
186
Avior Wealth Management
Nebraska
$516K -$6.33K -134 -1%
WOSD
187
WFA of San Diego
California
$502K -$4.72K -100 -0.9%
Mariner
188
Mariner
Kansas
$498K -$53.4K -1,131 -9%
ACP
189
Aveo Capital Partners
Colorado
$487K +$13.6K +288 +3%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$485K -$2.79K -59 -0.6%
BAM
191
Belpointe Asset Management
Nevada
$485K +$207K +4,386 +72%
ODCM
192
Old Dominion Capital Management
Virginia
$477K
EFL
193
ERn Financial LLC
Wisconsin
$469K -$7.84K -166 -2%
ASN
194
Advisory Services Network
Georgia
$427K +$29.4K +622 +7%
BW
195
Bison Wealth
Georgia
$424K +$82.7K +1,752 +24%
ISWM
196
Independent Solutions Wealth Management
New York
$422K -$9.16K -194 -2%
CAG
197
Csenge Advisory Group
Florida
$422K +$27.7K +586 +7%
SWA
198
Stratos Wealth Advisors
Ohio
$422K +$73.6K +1,558 +21%
DI
199
Diligent Investors
California
$406K
MA
200
MONECO Advisors
Connecticut
$405K +$415K +8,782 New