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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
201
Kavar Capital Partners Group
Kansas
$1.7M +$748K +16,792 +93%
PFG
202
PAX Financial Group
Texas
$1.67M -$120K -2,691 -7%
BFA
203
Bill Few Associates
Pennsylvania
$1.67M +$629K +14,111 +70%
PVI
204
Pine Valley Investments
New Jersey
$1.64M -$2.09K -47 -0.1%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$1.61M -$38.4K -863 -3%
CWM
206
Compass Wealth Management
Connecticut
$1.59M +$289K +6,488 +25%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$1.52M -$759K -17,034 -35%
SWA
208
Stratos Wealth Advisors
Ohio
$1.51M -$28.5K -640 -2%
AO
209
Advisor OS
Illinois
$1.45M +$261K +5,852 +24%
SIAP
210
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.45M +$145K +3,260 +12%
EIA
211
Eldridge Investment Advisors
New Hampshire
$1.44M +$958K +21,495 +264%
NA
212
Nottingham Advisors
New York
$1.44M +$586K +13,151 +80%
EFS
213
Econ Financial Services
Pennsylvania
$1.43M +$781K +17,537 +149%
MF
214
Meridian Financial
Massachusetts
$1.41M +$88.5K +1,986 +7%
JCM
215
Jacobi Capital Management
Pennsylvania
$1.38M +$9.85K +221 +0.8%
IA
216
IFP Advisors
Florida
$1.31M -$303K -6,799 -20%
PIA
217
Perennial Investment Advisors
California
$1.3M -$252K -5,666 -18%
MA
218
MJP Associates
Connecticut
$1.3M +$20.2K +454 +2%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$1.29M -$9.31K -209 -0.8%
FWM
220
Fingerlakes Wealth Management
New York
$1.25M +$9.67K +217 +0.9%
SAM
221
S.A. Mason
Michigan
$1.24M +$4.01K +90 +0.4%
KWS
222
Keystone Wealth Services
California
$1.24M +$48K +1,077 +4%
HGA
223
Hobbs Group Advisors
South Carolina
$1.22M +$1.11M +25,024 New
RC
224
Roundview Capital
New Jersey
$1.22M -$138K -3,099 -11%
BW
225
BIP Wealth
Georgia
$1.21M -$32.8K -736 -3%