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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
176
McKinley Carter Wealth Services
West Virginia
$1.09M -$54.1K -1,275 -5%
FWM
177
Fingerlakes Wealth Management
New York
$1.08M -$26.9K -634 -2%
KWM
178
Kingsview Wealth Management
Oregon
$1.08M +$35K +825 +3%
KF
179
Krilogy Financial
Missouri
$1.04M +$1.04M +24,520 New
WP
180
WealthPLAN Partners
Nebraska
$1.02M +$922K +21,717 New
WIM
181
WealthPlan Investment Management
Nebraska
$1.02M -$111K -2,603 -11%
WSTAM
182
Wilbanks Smith & Thomas Asset Management
Virginia
$995K -$530K -12,489 -35%
MWAM
183
Manhattan West Asset Management
California
$988K +$317K +7,458 +47%
FC
184
Financial Consulate
Maryland
$983K -$32.4K -763 -3%
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$980K -$279K -6,567 -22%
CCFCSB
186
Cape Cod Five Cents Savings Bank
Massachusetts
$972K +$738K +17,379 +316%
FMN
187
Financial Management Network
California
$971K -$14.9K -351 -2%
KLI
188
Kelman-Lazarov Inc
Tennessee
$970K +$969K +22,830 New
FPWM
189
FSB Premier Wealth Management
Iowa
$970K -$17.1K -402 -2%
FLPIM
190
F.L. Putnam Investment Management
Massachusetts
$965K +$136K +3,212 +16%
WPC
191
Wedmont Private Capital
Pennsylvania
$961K -$9.76K -230 -1%
WJWM
192
Williams Jones Wealth Management
New York
$936K
WMR
193
Wealth Management Resources
Rhode Island
$935K +$55.9K +1,316 +6%
DA
194
Detalus Advisors
Missouri
$896K -$426K -10,039 -32%
PWA
195
PCG Wealth Advisors
Kansas
$889K -$691K -16,279 -44%
FC
196
Forte Capital
New York
$873K -$13.8K -326 -2%
SIAP
197
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$870K +$65.2K +1,535 +8%
Renaissance Technologies
198
Renaissance Technologies
New York
$846K +$161K +3,800 +24%
FFG
199
Ford Financial Group
California
$832K +$82.4K +1,940 +11%
KWS
200
Keystone Wealth Services
California
$821K +$820K +19,322 New