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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
$703K +$72.7K +1,625 +11%
OGF
227
Orin Green Financial
California
$700K -$105K -2,355 -13%
LA
228
Lifeworks Advisors
Michigan
$689K +$702K +15,686 New
QWM
229
QP Wealth Management
New Jersey
$674K +$271K +6,065 +65%
APP
230
Avantax Planning Partners
Iowa
$656K -$448 -10 -0.1%
FFW
231
Fusion Family Wealth
New York
$654K – – –
LWM
232
Laidlaw Wealth Management
New York
$649K +$112K +2,500 +20%
GL
233
Graypoint LLC
New York
$643K -$9.49K -212 -1%
TFCP
234
Twin Focus Capital Partners
Massachusetts
$633K – – –
CAG
235
Csenge Advisory Group
Florida
$624K +$13.5K +301 +2%
TA
236
TKG Advisors
Indiana
$621K +$43.3K +968 +7%
BFA
237
Bill Few Associates
Pennsylvania
$617K +$355K +7,931 +130%
MWM
238
Modera Wealth Management
New Jersey
$616K -$42.3K -944 -6%
PWM
239
Penobscot Wealth Management
Maine
$615K -$27K -603 -4%
SAS
240
SMI Advisory Services
Indiana
$596K -$3.76K -84 -0.6%
WA
241
Waddell & Associates
Tennessee
$591K +$128K +2,855 +27%
CWM
242
Congress Wealth Management
Massachusetts
$585K -$27.8K -620 -4%
HGERS
243
Householder Group Estate & Retirement Specialist
Arizona
$579K +$590K +13,171 New
FIM
244
Fernwood Investment Management
Massachusetts
$579K – – –
EFS
245
Econ Financial Services
Pennsylvania
$578K -$584K -13,042 -50%
RSA
246
River Street Advisors
Illinois
$574K +$9.31K +208 +2%
SCP
247
Stevens Capital Partners
Nebraska
$566K +$3.63K +81 +0.6%
SMC
248
Smith, Moore & Co
Missouri
$565K +$15.8K +352 +3%
BCM
249
Brookstone Capital Management
Illinois
$563K -$113K -2,517 -16%
SMA
250
Sage Mountain Advisors
Georgia
$555K – – –
8 9
10
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