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

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
276
F.L. Putnam Investment Management
Massachusetts
$274K -$1.76K -36 -0.7%
WCFA
277
Walkner Condon Financial Advisors
Wisconsin
$273K +$268K +5,481 New
JWCA
278
J.W. Cole Advisors
Florida
$269K +$264K +5,409 New
HIP
279
HUB Investment Partners
Texas
$260K -$59.6K -1,220 -19%
CAAS
280
Capital Asset Advisory Services
Michigan
$260K -$4.01K -82 -2%
TFP
281
Tilia Fiduciary Partners
North Carolina
$260K +$256K +5,235 New
FCC
282
Flower City Capital
New York
$259K +$254K +5,200 New
PFA
283
Pinnacle Family Advisors
Missouri
$259K +$254K +5,200 New
SFP
284
Strategic Financial Planning
Texas
$255K +$24.4K +500 +11%
CAL
285
Capital Advisors Ltd
Ohio
$254K – – –
MFA
286
McClarren Financial Advisors
Pennsylvania
$254K +$684 +14 +0.3%
WA
287
Waddell & Associates
Tennessee
$253K +$1.22K +25 +0.5%
MWM
288
Mattern Wealth Management
Kansas
$244K – – –
NFG
289
Next Financial Group
Texas
$243K +$239K +4,894 New
MSAM
290
Moloney Securities Asset Management
Missouri
$242K +$147 +3 +0.1%
AAS
291
Avantax Advisory Services
Texas
$242K +$244 +5 +0.1%
CB
292
Commerce Bank
Missouri
$241K – – –
KCPG
293
Kavar Capital Partners Group
Kansas
$240K – – –
BFM
294
Boston Financial Management
Massachusetts
$232K +$228K +4,668 New
NA
295
Nottingham Advisors
New York
$231K +$2.54K +52 +1%
SWM
296
Spire Wealth Management
Virginia
$230K -$42.6K -873 -16%
SFG
297
Sovereign Financial Group
Connecticut
$227K -$1.47K -30 -0.7%
CFD
298
Creative Financial Designs
Indiana
$226K +$19.5K +399 +10%
FHA
299
Flagship Harbor Advisors
Massachusetts
$224K +$220K +4,505 New
CA
300
Cetera Advisors
Colorado
$221K -$26.2K -537 -11%
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12
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