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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
176
Hibernia Wealth Partners
Louisiana
$2.9M -$232K -4,672 -8%
LNC
177
Lincoln National Corp
Pennsylvania
$2.9M +$829K +16,678 +44%
APC
178
Aspire Private Capital
North Carolina
$2.89M -$675K -13,563 -20%
KBFS
179
Kohmann Bosshard Financial Services
Ohio
$2.86M -$54.8K -1,101 -2%
GM
180
GeoWealth Management
Illinois
$2.83M -$345K -6,946 -12%
Thrivent Financial for Lutherans
181
Thrivent Financial for Lutherans
Minnesota
$2.79M -$2.98M -59,878 -53%
UAS
182
United Asset Strategies
New York
$2.77M +$491K +9,882 +24%
GSC
183
G&S Capital
Colorado
$2.75M +$501K +10,075 +24%
ZF
184
Zhang Financial
Michigan
$2.68M +$714K +14,351 +40%
TCM
185
Towercrest Capital Management
Pennsylvania
$2.56M -$95.6K -1,922 -4%
PWP
186
Precedent Wealth Partners
Texas
$2.41M +$1.07M +21,590 +91%
WAS
187
Wealth Advisory Solutions
Indiana
$2.41M +$2.25M +45,168 New
NAS
188
Nicolet Advisory Services
Wisconsin
$2.35M -$234K -4,705 -10%
CWM
189
Compass Wealth Management
Connecticut
$2.34M +$559K +11,235 +34%
GIA
190
Gladstone Institutional Advisory
Florida
$2.31M +$164K +3,303 +8%
GWSG
191
GPS Wealth Strategies Group
Colorado
$2.3M -$34.3K -689 -2%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$2.3M +$77.5K +1,558 +4%
CF
193
Centaurus Financial
California
$2.29M -$19.4K -391 -0.9%
FI
194
Financial Insights
Washington
$2.25M +$2.1M +42,156 New
BIP
195
Blueprint Investment Partners
North Carolina
$2.24M +$42.4K +853 +2%
AWMG
196
Alliance Wealth Management Group
New Jersey
$2.18M -$90.3K -1,816 -4%
SCM
197
SOL Capital Management
Maryland
$2.17M -$137K -2,755 -6%
JF
198
JSF Financial
California
$2.17M -$57.6K -1,158 -3%
WPC
199
Wedmont Private Capital
Pennsylvania
$2.14M
NGA
200
Naples Global Advisors
Florida
$2.12M +$49K +986 +3%