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

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
276
Sterling Investment Counsel
New York
$486K +$44K +1,006 +10%
PTC
277
Private Trust Company
Ohio
$485K -$22.7K -520 -5%
FTUS
278
Flow Traders U.S.
New York
$483K -$372K -8,526 -45%
BWFA
279
Baltimore-Washington Financial Advisors
Maryland
$477K -$517K -11,842 -53%
HAS
280
HBW Advisory Services
California
$476K +$453K +10,377 New
OWA
281
Outlook Wealth Advisors
Texas
$474K -$10.4K -237 -2%
RCA
282
Ranch Capital Advisors
Florida
$474K +$51.5K +1,178 +13%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$462K – – –
CAM
284
Cresset Asset Management
Illinois
$462K +$176K +4,034 +67%
WFAG
285
Worth Financial Advisory Group
North Carolina
$459K +$8.21K +188 +2%
CSPIA
286
Cary Street Partners Investment Advisory
Virginia
$458K -$38.1K -873 -8%
AWA
287
Arkadios Wealth Advisors
Georgia
$455K +$16.6K +379 +4%
AMM
288
American Money Management
California
$453K +$830 +19 +0.2%
SFG
289
Sovereign Financial Group
Connecticut
$446K -$4.02K -92 -0.9%
CIAS
290
CFS Investment Advisory Services
New Jersey
$442K +$2.45K +56 +0.6%
CCG
291
Capital CS Group
California
$438K +$417K +9,543 New
CGFA
292
Colton Groome Financial Advisors
North Carolina
$436K +$8.52K +195 +2%
DI
293
DFPG Investments
Utah
$427K -$12.7K -290 -3%
WPC
294
White Pine Capital
Minnesota
$423K +$52.9K +1,211 +15%
FPW
295
Flagship Private Wealth
Massachusetts
$409K -$65.2K -1,492 -14%
CIA
296
Compass Ion Advisors
Pennsylvania
$408K +$1.66K +38 +0.4%
DI
297
Diligent Investors
California
$407K +$44 +1 +0%
AWM
298
Avior Wealth Management
Nebraska
$401K -$36.6K -838 -9%
OCM
299
Orion Capital Management
California
$400K – – –
BFM
300
Boston Financial Management
Massachusetts
$390K – – –
10 11
12
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