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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
176
Register Financial Advisors
Georgia
$3.79M +$299K +5,305 +8%
IPA
177
Investment Planning Advisors
Georgia
$3.75M -$79.3K -1,409 -2%
Stifel Financial
178
Stifel Financial
Missouri
$3.67M +$107K +1,903 +3%
LIA
179
Lynx Investment Advisory
District of Columbia
$3.6M +$79.1K +1,405 +2%
DWM
180
Dakota Wealth Management
Florida
$3.55M +$276K +4,896 +8%
T
181
TrueFG
Texas
$3.54M +$92.9K +1,650 +3%
OWA
182
ORBA Wealth Advisors
Illinois
$3.49M -$2.08K -37 -0.1%
KCAM
183
Kagan Cocozza Asset Management
New Jersey
$3.46M +$3.56M +63,199 New
AFP
184
Ausdal Financial Partners
Iowa
$3.44M -$248K -4,407 -7%
RPGK
185
Retirement Planning Group (Kansas)
Kansas
$3.41M -$208K -3,694 -6%
SHJ
186
Sharkey, Howes & Javer
Colorado
$3.37M +$314K +5,582 +10%
UCFA
187
United Capital Financial Advisors
Texas
$3.35M +$1.53M +27,269 +80%
CCT
188
Chemung Canal Trust
New York
$3.34M
UAS
189
United Asset Strategies
New York
$3.24M -$378K -6,709 -10%
JWM
190
Jacksonville Wealth Management
Florida
$3.23M +$3.32M +59,009 New
BFA
191
Bill Few Associates
Pennsylvania
$3.23M +$224K +3,987 +7%
MWAM
192
Manhattan West Asset Management
California
$3.19M +$177K +3,146 +6%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$3.19M +$832K +14,782 +34%
WAS
194
Wealth Advisory Solutions
Indiana
$3.15M +$456K +8,111 +16%
SCM
195
SOL Capital Management
Maryland
$3.15M +$396K +7,035 +14%
GM
196
GeoWealth Management
Illinois
$3.14M -$201K -3,575 -6%
SFC
197
Strategic Financial Concepts
Texas
$3.13M +$2.74M +48,773 +580%
Sumitomo Mitsui Trust Group
198
Sumitomo Mitsui Trust Group
Japan
$3.11M +$3.2M +56,900 New
GF
199
Goodman Financial
Texas
$3.1M -$133K -2,355 -4%
AFM
200
Aspetuck Financial Management
Connecticut
$3.04M +$3.12M +55,505 New