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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Altavista Wealth Management
North Carolina
$271K
APA
202
American Portfolios Advisors
New York
$265K +$47.6K +1,283 +24%
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$250K +$1.41K +38 +0.6%
GRP
204
Global Retirement Partners
California
$246K -$46K -1,241 -17%
CA
205
Continuum Advisory
Idaho
$245K -$57.4K -1,549 -20%
LCM
206
LVM Capital Management
Michigan
$242K +$223K +6,000 New
SPA
207
Sentinel Pension Advisors
Massachusetts
$238K +$219K +5,901 New
SWAG
208
Spectrum Wealth Advisory Group
California
$234K -$270K -7,285 -56%
CWM
209
Cornerstone Wealth Management
Missouri
$231K +$212K +5,729 New
JIC
210
Johnson Investment Counsel
Ohio
$226K +$208K +5,603 New
CCM
211
Condor Capital Management
New Jersey
$223K -$478K -12,898 -70%
US Bancorp
212
US Bancorp
Minnesota
$223K -$1.78K -48 -0.9%
SBH
213
Segall Bryant & Hamill
Illinois
$216K +$198K +5,350 New
KPWS
214
Kestra Private Wealth Services
Texas
$215K -$41.4K -1,117 -17%
SFP
215
Strategic Financial Planning
Texas
$213K +$196K +5,279 New
PA
216
PFG Advisors
Arizona
$212K +$194K +5,239 New
SFG
217
SageGuard Financial Group
Tennessee
$207K +$191K +5,142 New
AFP
218
Ausdal Financial Partners
Iowa
$206K -$135K -3,632 -42%
CAL
219
Capital Advisors Ltd
Ohio
$206K
CAAS
220
Capital Asset Advisory Services
Michigan
$204K +$297 +8 +0.2%
MFA
221
McClarren Financial Advisors
Pennsylvania
$189K +$173K +4,678 New
BHWM
222
Bay Harbor Wealth Management
Maryland
$169K -$91.7K -2,473 -37%
TA
223
Tectonic Advisors
Texas
$148K +$136K +3,673 New
CFD
224
Creative Financial Designs
Indiana
$136K +$4.41K +119 +4%
FRA
225
Front Row Advisors
California
$135K