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State Street SPDR Portfolio S&P 400 Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$85.7M -$3.17M -94,230 -4%
RJA
2
Raymond James & Associates
Florida
$12.7M +$2.02M +59,873 +19%
CAL
3
Capital Analysts LLC
Pennsylvania
$8.12M +$63.2K +1,876 +0.8%
PWA
4
Peterson Wealth Advisors
Utah
$7.82M +$5.73M +170,182 +259%
RA
5
RFG Advisory
Alabama
$7.37M +$5.58M +165,687 +292%
HH
6
Hilltop Holdings
Texas
$6.6M +$6.7M +198,953 New
SAM
7
Stringer Asset Management
Tennessee
$5.41M +$599K +17,795 +12%
WAS
8
Winch Advisory Services
Wisconsin
$5.16M +$5.24M +155,627 New
Creative Planning
9
Creative Planning
Kansas
$4.97M +$4.05M +120,111 +404%
WI
10
WrapManager Inc
California
$4.84M +$4.92M +145,949 New
William Blair & Company
11
William Blair & Company
Illinois
$4.73M +$4.37M +129,635 +997%
SFG
12
StrategIQ Financial Group
Indiana
$4.62M +$195K +5,774 +4%
FI
13
FormulaFolio Investments
Michigan
$4.06M +$300K +8,905 +8%
AIS
14
Accurate Investment Solutions
Pennsylvania
$4.01M +$4.08M +121,062 New
JWM
15
Jackson Wealth Management
Florida
$3.99M -$101K -3,004 -2%
VFA
16
Voya Financial Advisors
Connecticut
$3.9M +$4.01M +119,173 New
CWSR
17
Chessman Wealth Strategies RIA
Texas
$3.61M +$3.67M +108,830 New
JP Morgan Chase
18
JP Morgan Chase
New York
$3.32M +$3.37M +100,000 New
CCT
19
Chemung Canal Trust
New York
$2.98M
CFGF
20
Compass Financial Group (Florida)
Florida
$2.89M +$108K +3,211 +4%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$2.83M +$2.87M +85,325 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.64M +$806K +23,913 +43%
Northern Trust
23
Northern Trust
Illinois
$2.58M +$283K +8,400 +12%
FEG
24
Financial Enhancement Group
Indiana
$2.4M +$432K +12,828 +22%
ODCM
25
Old Dominion Capital Management
Virginia
$2.36M -$170K -5,056 -7%