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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFW
201
Fusion Family Wealth
New York
$702K
HGERS
202
Householder Group Estate & Retirement Specialist
Arizona
$698K -$14.4K -309 -2%
TFCP
203
Twin Focus Capital Partners
Massachusetts
$693K
RWM
204
Reston Wealth Management
Virginia
$691K +$8.98K +192 +1%
FPW
205
Flagship Private Wealth
Massachusetts
$681K -$443K -9,475 -40%
CAG
206
Csenge Advisory Group
Florida
$644K +$245K +5,229 +62%
FIM
207
Fernwood Investment Management
Massachusetts
$638K +$4.68K +100 +0.7%
GWAG
208
Garrett Wealth Advisory Group
Texas
$635K -$9.87K -211 -2%
OPS
209
Orion Portfolio Solutions
Nebraska
$630K +$133K +2,842 +27%
ASN
210
Advisory Services Network
Georgia
$629K +$4.54K +97 +0.7%
PWM
211
Penobscot Wealth Management
Maine
$625K -$945K -20,200 -60%
NFP
212
Narus Financial Partners
Utah
$623K +$618K +13,215 New
GKWIM
213
Gerber Kawasaki Wealth & Investment Management
California
$591K +$155K +3,323 +36%
FCM
214
Fourpath Capital Management
Oklahoma
$588K -$48.5K -1,037 -8%
GL
215
Graypoint LLC
New York
$586K
LWM
216
Laidlaw Wealth Management
New York
$585K +$5.57K +119 +1%
T
217
TRUADVICE
Florida
$583K +$2.62K +56 +0.4%
KPW
218
Kore Private Wealth
New York
$573K
FWP
219
Falcon Wealth Planning
California
$558K -$17.6K -377 -3%
EFL
220
ERn Financial LLC
Wisconsin
$548K +$38.9K +832 +8%
Chevy Chase Trust
221
Chevy Chase Trust
Maryland
$546K +$541K +11,574 New
CCM
222
Coldstream Capital Management
Washington
$533K
AWA
223
Arkadios Wealth Advisors
Georgia
$528K
WOSD
224
WFA of San Diego
California
$489K -$19.8K -424 -4%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$489K +$442K +9,451 +1,023%