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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
176
QP Wealth Management
New Jersey
$870K -$35.2K -829 -4%
MWM
177
Modera Wealth Management
New Jersey
$864K -$235K -5,544 -20%
WPC
178
Wedmont Private Capital
Pennsylvania
$859K
WJWM
179
Williams Jones Wealth Management
New York
$849K
CGA
180
Crescent Grove Advisors
Illinois
$840K +$655K +15,437 +243%
FC
181
Forte Capital
New York
$805K +$20.7K +488 +2%
WMR
182
Wealth Management Resources
Rhode Island
$796K +$153K +3,611 +21%
CWMGP
183
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$771K +$33.4K +788 +4%
BWG
184
Beta Wealth Group
California
$760K +$85 +2 +0%
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$752K -$374K -8,820 -31%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$749K +$21.7K +511 +3%
DSC
187
Duncker Streett & Co
Missouri
$736K +$42 +1 +0%
CW
188
CreativeOne Wealth
Kansas
$730K -$87.3K -2,059 -10%
JPG
189
Jordan Park Group
California
$730K -$25.1K -591 -3%
SIAP
190
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$730K -$3.18K -75 -0.4%
OGF
191
Orin Green Financial
California
$703K -$43.8K -1,034 -5%
FFW
192
Fusion Family Wealth
New York
$687K
ACP
193
Aveo Capital Partners
Colorado
$679K -$16.2K -382 -2%
FFG
194
Ford Financial Group
California
$679K +$748K +17,631 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$664K -$67.8K -1,600 -8%
BCM
196
Brookstone Capital Management
Illinois
$659K -$148K -3,490 -17%
Bessemer Group
197
Bessemer Group
New Jersey
$643K -$2.12K -50 -0.3%
Truist Financial
198
Truist Financial
North Carolina
$630K +$35.2K +831 +5%
BCFS
199
Butensky & Cohen Financial Security
Florida
$630K +$57.8K +1,364 +9%
MF
200
Meridian Financial
Massachusetts
$626K +$156K +3,670 +29%