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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$400K -$51.2K -1,084 -11%
CIA
202
Compass Ion Advisors
Pennsylvania
$400K +$1.94K +41 +0.5%
HSA
203
HBK Sorce Advisory
Pennsylvania
$396K +$160K +3,392 +65%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$391K
TA
205
Tectonic Advisors
Texas
$383K +$392K +8,298 New
OPA
206
Old Port Advisors
Maine
$382K -$28.3K -600 -7%
BMD
207
Better Money Decisions
New Mexico
$382K +$2.08K +44 +0.5%
CCFM
208
Clear Creek Financial Management
Washington
$381K -$7.89K -167 -2%
WPC
209
White Pine Capital
Minnesota
$369K
BG
210
Benedetti & Gucer
Georgia
$367K
HVIA
211
Hudson Valley Investment Advisors
New York
$367K +$133K +2,813 +55%
CWM
212
Cornerstone Wealth Management
Missouri
$364K +$64K +1,355 +21%
GKWIM
213
Gerber Kawasaki Wealth & Investment Management
California
$361K -$117K -2,488 -24%
5L
214
55I LLC
Massachusetts
$359K -$8.31K -176 -2%
VC
215
Vicus Capital
Pennsylvania
$354K +$28K +592 +8%
PCA
216
Personal Capital Advisors
California
$348K -$257K -5,439 -42%
APA
217
American Portfolios Advisors
New York
$343K +$23.8K +504 +7%
SIA
218
Strategic Investment Advisors
Michigan
$328K +$47 +1 +0%
Truist Financial
219
Truist Financial
North Carolina
$328K +$6.89K +146 +2%
SAM
220
Strategic Asset Management
Minnesota
$319K +$319K +6,748 New
EIA
221
Eldridge Investment Advisors
New Hampshire
$311K +$992 +21 +0.3%
AWM
222
Altavista Wealth Management
North Carolina
$310K
AF
223
Aldebaran Financial
$308K +$236 +5 +0.1%
CA
224
Continuum Advisory
Idaho
$306K -$4.34K -92 -1%
PA
225
PFG Advisors
Arizona
$306K -$47 -1 -0%