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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$15K – – –
FHA
202
Flagship Harbor Advisors
Massachusetts
$13K – – –
SWA
203
Sutton Wealth Advisors
Florida
$12.7K – – –
Citigroup
204
Citigroup
New York
$11K – – –
OSNBOA
205
Old Second National Bank of Aurora
Illinois
$9K – – –
GSWM
206
Golden State Wealth Management
California
$7K – – –
S
207
SignatureFD
Georgia
$6K +$34 +1 +0.6%
PA
208
Parallel Advisors
California
$3K – – –
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$3K +$34 +1 +1%
BlackRock
210
BlackRock
New York
$3K +$303 +9 +10%
RCA
211
Rowland Carmichael Advisors
Arizona
$3K +$3.23K +96 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$2K -$5.99K -178 -74%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$2K +$34 +1 +2%
NFG
214
Next Financial Group
Texas
$2K +$1.75K +52 New
SIS
215
Sound Income Strategies
Florida
$1K +$1.08K +32 New
SRSA
216
S.R. Schill & Associates
Washington
– -$5.66M -169,740 Closed
CM
217
Churchill Management
California
– -$1.85M -55,547 Closed
AIC
218
Ameritas Investment Company
Nebraska
– -$542K -16,248 Closed
BAM
219
Berkshire Asset Management
Pennsylvania
– -$466K -13,970 Closed
DSN
220
D. Scott Neal
Kentucky
– -$305K -9,144 Closed
SFWC
221
Strategic Family Wealth Counselors
New Jersey
– -$207K -6,207 Closed
VAS
222
Vestmark Advisory Solutions
Massachusetts
– -$206K -6,184 Closed
WCM
223
WealthBridge Capital Management
Ohio
– -$144K -4,234 Closed
PWM
224
PRW Wealth Management
Massachusetts
– -$83K -2,500 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
– -$50K -1,486 Closed