We are live on ! Find out more
SPMD icon

State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
201
Garrett Wealth Advisory Group
Texas
$680K -$243K -4,977 -27%
CCP
202
Corient Capital Partners
California
$680K -$26.1K -534 -4%
FCM
203
Fourpath Capital Management
Oklahoma
$672K +$660K +13,508 New
FIM
204
Fernwood Investment Management
Massachusetts
$668K +$6.11K +125 +0.9%
ASN
205
Advisory Services Network
Georgia
$659K +$194K +3,977 +43%
GL
206
Graypoint LLC
New York
$618K – – –
T
207
TRUADVICE
Florida
$617K +$3.71K +76 +0.6%
LWM
208
Laidlaw Wealth Management
New York
$612K +$31.6K +647 +6%
FWP
209
Falcon Wealth Planning
California
$607K – – –
KPW
210
Kore Private Wealth
New York
$605K – – –
BIP
211
Blueprint Investment Partners
North Carolina
$588K -$21.2K -433 -4%
BRWA
212
B. Riley Wealth Advisors
Florida
$585K +$574K +11,758 New
CCM
213
Coldstream Capital Management
Washington
$562K +$552K +11,297 New
AWA
214
Arkadios Wealth Advisors
Georgia
$557K +$547K +11,195 New
ACP
215
Aveo Capital Partners
Colorado
$554K +$28.5K +584 +6%
WOSD
216
WFA of San Diego
California
$537K -$4.01K -82 -0.8%
EFL
217
ERn Financial LLC
Wisconsin
$537K +$31.1K +636 +6%
SWA
218
Stratos Wealth Advisors
Ohio
$537K +$80.7K +1,651 +18%
AWM
219
Avior Wealth Management
Nebraska
$527K -$28.9K -591 -5%
OPS
220
Orion Portfolio Solutions
Nebraska
$523K +$238K +4,864 +86%
DHFB
221
Dixon Hubard Feinour & Brown
Virginia
$514K +$504K +10,324 New
VBFP
222
Valtinson Bruner Financial Planning
Minnesota
$490K -$5.28K -108 -1%
AC
223
Apella Capital
Connecticut
$470K -$561K -11,486 -55%
CWM
224
Cornerstone Wealth Management
Missouri
$462K +$67.3K +1,378 +17%
BW
225
Bison Wealth
Georgia
$459K +$1.66K +34 +0.4%
7 8
9
10 11