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

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
226
Lincoln National Corp
Pennsylvania
$611K +$611K +14,384 New
OMC
227
Old Mission Capital
Illinois
$609K +$609K +14,334 New
CWM
228
Congress Wealth Management
Massachusetts
$592K -$42.1K -992 -7%
CAG
229
Csenge Advisory Group
Florida
$590K +$6.79K +160 +1%
CIAS
230
CFS Investment Advisory Services
New Jersey
$579K -$61.3K -1,445 -10%
FIM
231
Fernwood Investment Management
Massachusetts
$560K -$15.1K -355 -3%
TA
232
TKG Advisors
Indiana
$559K +$54.3K +1,278 +11%
NFP
233
Narus Financial Partners
Utah
$557K -$7.6K -179 -1%
ISWM
234
Independent Solutions Wealth Management
New York
$554K -$44.2K -1,042 -7%
RCM
235
Raleigh Capital Management
North Carolina
$552K -$42 -1 -0%
RSA
236
River Street Advisors
Illinois
$546K +$546K +12,856 New
SAS
237
SMI Advisory Services
Indiana
$544K – – –
SCP
238
Stevens Capital Partners
Nebraska
$544K +$543K +12,794 New
SMA
239
Sage Mountain Advisors
Georgia
$537K -$108K -2,536 -17%
SMC
240
Smith, Moore & Co
Missouri
$531K -$15.3K -360 -3%
T
241
TRUADVICE
Florida
$529K -$40.7K -959 -8%
LWM
242
Laidlaw Wealth Management
New York
$521K -$60.5K -1,426 -10%
PP
243
Pegasus Partners
Wisconsin
$505K +$199K +4,676 +65%
EFL
244
ERn Financial LLC
Wisconsin
$504K +$88.2K +2,077 +21%
CB
245
Commerce Bank
Missouri
$503K – – –
FWP
246
Falcon Wealth Planning
California
$492K – – –
IAG
247
Investmark Advisory Group
Connecticut
$492K +$491K +11,568 New
FPW
248
Flagship Private Wealth
Massachusetts
$490K -$29.3K -689 -6%
CCM
249
Coldstream Capital Management
Washington
$463K +$463K +10,904 New
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$459K -$18.7K -440 -4%
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10
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