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

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
276
Belpointe Asset Management
Nevada
$245K -$43.6K -1,004 -14%
EIA
277
Eldridge Investment Advisors
New Hampshire
$236K -$32.8K -755 -11%
HIIFS
278
Harel Insurance Investments & Financial Services
Israel
$236K +$194K +4,470 +313%
AP
279
Advisor Partners
California
$235K – – –
KCIA
280
Kingsbury Capital Investment Advisors
Illinois
$234K -$46.9K -1,081 -15%
SIC
281
Sterling Investment Counsel
New York
$232K +$61.3K +1,414 +32%
SWAG
282
Spectrum Wealth Advisory Group
California
$231K +$521 +12 +0.2%
BC
283
Brio Consultants
California
$225K +$244K +5,618 New
OFG
284
Omega Financial Group
California
$224K -$4.73K -109 -2%
IWN
285
Independent Wealth Network
Iowa
$224K +$244K +5,635 New
BFA
286
Beacon Financial Advisory
Ohio
$222K -$28.4K -655 -10%
TFP
287
Tilia Fiduciary Partners
North Carolina
$222K +$13.4K +310 +6%
ICG
288
InterOcean Capital Group
Tennessee
$222K +$243K +5,604 New
IAA
289
Independent Advisor Alliance
North Carolina
$221K +$43 +1 +0%
JIC
290
Johnson Investment Counsel
Ohio
$221K +$87 +2 +0%
HI
291
Harbour Investments
Wisconsin
$217K +$237K +5,471 New
SBH
292
Segall Bryant & Hamill
Illinois
$212K – – –
FCC
293
Flower City Capital
New York
$209K +$10K +231 +5%
DWM
294
Denver Wealth Management
Colorado
$208K +$227K +5,237 New
SAS
295
SMI Advisory Services
Indiana
$206K -$6.29K -145 -3%
KPWS
296
Kestra Private Wealth Services
Texas
$204K -$146K -3,377 -40%
CAL
297
Capital Advisors Ltd
Ohio
$202K – – –
CFD
298
Creative Financial Designs
Indiana
$181K -$7.94K -183 -4%
PTC
299
Private Trust Company
Ohio
$175K +$191K +4,401 New
LFA
300
Laraway Financial Advisors
Minnesota
$167K -$58.6K -1,350 -24%
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12
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