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

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
276
Parametric Portfolio Associates
Washington
$272K +$269K +5,763 New
AWS
277
Atria Wealth Solutions
New York
$272K +$270K +5,777 New
OFG
278
Omega Financial Group
California
$271K -$6.03K -129 -2%
AWM
279
Aries Wealth Management
Maine
$271K +$269K +5,756 New
PCA
280
Personal Capital Advisors
California
$270K -$108K -2,318 -29%
CCFM
281
Clear Creek Financial Management
Washington
$269K -$111K -2,384 -29%
LMKC
282
L.M. Kohn & Company
Ohio
$264K +$262K +5,595 New
JIC
283
Johnson Investment Counsel
Ohio
$263K +$47 +1 +0%
LFA
284
Laraway Financial Advisors
Minnesota
$262K -$8.42K -180 -3%
DC
285
Davenport & Co
Virginia
$262K -$1.54K -33 -0.6%
IAA
286
Independent Advisor Alliance
North Carolina
$262K +$56.1K +1,199 +28%
IWMA
287
Ironwood Wealth Management (Arizona)
Arizona
$260K -$29.8K -638 -10%
FLPIM
288
F.L. Putnam Investment Management
Massachusetts
$259K -$514 -11 -0.2%
PAG
289
Paladin Advisory Group
Iowa
$254K +$251K +5,365 New
PFA
290
Pinnacle Family Advisors
Missouri
$253K +$8K +171 +3%
SBH
291
Segall Bryant & Hamill
Illinois
$252K +$250K +5,350 New
SAS
292
SMI Advisory Services
Indiana
$251K -$10.4K -223 -4%
TFP
293
Tilia Fiduciary Partners
North Carolina
$247K +$47 +1 +0%
CAAS
294
Capital Asset Advisory Services
Michigan
$246K -$281 -6 -0.1%
CPIG
295
Chicago Partners Investment Group
Illinois
$244K +$55.5K +1,187 +26%
BRC
296
Bell Rock Capital
Delaware
$243K -$11K -236 -4%
CAL
297
Capital Advisors Ltd
Ohio
$241K – – –
MFA
298
McClarren Financial Advisors
Pennsylvania
$240K +$514 +11 +0.2%
HSA
299
HBK Sorce Advisory
Pennsylvania
$237K -$173K -3,701 -42%
FCC
300
Flower City Capital
New York
$237K -$7.76K -166 -3%
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