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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
201
Renaissance Technologies
New York
$621K -$479K -11,300 -41%
MWAM
202
Manhattan West Asset Management
California
$608K +$195K +4,593 +41%
OPS
203
Orion Portfolio Solutions
Nebraska
$589K +$29.9K +706 +5%
SMA
204
Sage Mountain Advisors
Georgia
$585K
CIAS
205
CFS Investment Advisory Services
New Jersey
$581K -$30.7K -725 -5%
BCI
206
Brinker Capital Investments
Pennsylvania
$578K -$8.73K -206 -1%
APP
207
Avantax Planning Partners
Iowa
$576K +$170 +4 +0%
CWM
208
Congress Wealth Management
Massachusetts
$575K +$61.2K +1,443 +11%
CI
209
CX Institutional
Indiana
$573K -$4.96M -116,857 -89%
GL
210
Graypoint LLC
New York
$573K
TFCP
211
Twin Focus Capital Partners
Massachusetts
$567K
AWM
212
Axxcess Wealth Management
California
$566K +$60.1K +1,418 +11%
SAS
213
SMI Advisory Services
Indiana
$544K +$378K +8,917 +172%
ISWM
214
Independent Solutions Wealth Management
New York
$543K +$222K +5,237 +59%
T
215
TRUADVICE
Florida
$542K -$26.8K -632 -5%
HGERS
216
Householder Group Estate & Retirement Specialist
Arizona
$539K -$36.7K -866 -6%
CAG
217
Csenge Advisory Group
Florida
$530K -$40K -944 -6%
LWM
218
Laidlaw Wealth Management
New York
$528K +$51.8K +1,221 +10%
PWM
219
Penobscot Wealth Management
Maine
$522K -$15.7K -370 -3%
FIM
220
Fernwood Investment Management
Massachusetts
$522K
NFP
221
Narus Financial Partners
Utah
$513K +$15.1K +357 +3%
RCM
222
Raleigh Capital Management
North Carolina
$501K -$129K -3,042 -19%
SMC
223
Smith, Moore & Co
Missouri
$496K
JMPWA
224
JP Morgan Private Wealth Advisors
California
$476K -$5.51K -130 -1%
FPW
225
Flagship Private Wealth
Massachusetts
$471K -$62.4K -1,471 -11%