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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$487K -$12.7K -271 -3%
LFAS
227
Level Four Advisory Services
Texas
$484K -$234K -5,009 -33%
DHFB
228
Dixon Hubard Feinour & Brown
Virginia
$482K -$4.4K -94 -0.9%
JMPWA
229
JP Morgan Private Wealth Advisors
California
$479K +$71.1K +1,520 +18%
WA
230
Waddell & Associates
Tennessee
$469K +$227K +4,861 +96%
CA
231
Continuum Advisory
Idaho
$448K +$182K +3,883 +61%
VBFP
232
Valtinson Bruner Financial Planning
Minnesota
$440K -$13.7K -292 -3%
SFG
233
Sovereign Financial Group
Connecticut
$433K +$216K +4,618 +101%
VC
234
Vicus Capital
Pennsylvania
$432K -$6.36K -136 -1%
DI
235
Diligent Investors
California
$429K +$5.84K +125 +1%
AC
236
Apella Capital
Connecticut
$427K -$19.2K -410 -4%
OCM
237
Orion Capital Management
California
$426K +$285K +6,104 +208%
ISWM
238
Independent Solutions Wealth Management
New York
$420K +$1.82K +39 +0.4%
CB
239
Commerce Bank
Missouri
$420K +$190K +4,063 +84%
CIA
240
Compass Ion Advisors
Pennsylvania
$411K +$1.22K +26 +0.3%
KPWS
241
Kestra Private Wealth Services
Texas
$401K -$25.7K -549 -6%
HVIA
242
Hudson Valley Investment Advisors
New York
$401K +$25.3K +541 +7%
TA
243
TKG Advisors
Indiana
$401K +$31.7K +678 +9%
BRWA
244
B. Riley Wealth Advisors
Florida
$397K -$157K -3,349 -28%
SIA
245
Strategic Investment Advisors
Michigan
$381K +$73.7K +1,577 +24%
SEA
246
Stegent Equity Advisors
Texas
$380K – – –
OPA
247
Old Port Advisors
Maine
$379K – – –
WPC
248
White Pine Capital
Minnesota
$377K – – –
APA
249
American Portfolios Advisors
New York
$376K +$3.55K +76 +1%
CFAM
250
Center For Asset Management
Florida
$376K +$6.87K +147 +2%
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