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

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
301
Old Port Advisors
Maine
$288K -$1.53K -36 -0.5%
KAS
302
Kestra Advisory Services
Texas
$286K -$11.5K -272 -4%
PA
303
PFG Advisors
Arizona
$285K +$1.27K +30 +0.4%
IFPG
304
Intrepid Financial Planning Group
Indiana
$283K -$2.84K -67 -1%
EA
305
Eclectic Associates
California
$274K +$170 +4 +0.1%
CAM
306
Cresset Asset Management
Illinois
$274K +$273K +6,441 New
PCA
307
Personal Capital Advisors
California
$271K -$10.2K -241 -4%
CF
308
Centaurus Financial
California
$267K +$7.56K +178 +3%
KFS
309
Kelly Financial Services
Massachusetts
$266K +$84.2K +1,984 +46%
BFA
310
Bill Few Associates
Pennsylvania
$260K +$259K +6,108 New
BP
311
Ballentine Partners
Massachusetts
$259K +$258K +6,087 New
HWA
312
Heartwood Wealth Advisors
Virginia
$258K +$258K +6,071 New
HI
313
Harbour Investments
Wisconsin
$257K +$24.7K +582 +11%
SBH
314
Segall Bryant & Hamill
Illinois
$257K -$20.8K -490 -7%
IWN
315
Independent Wealth Network
Iowa
$256K +$467 +11 +0.2%
SFP
316
Strategic Financial Planning
Texas
$254K +$10.7K +252 +4%
LWMNY
317
Landmark Wealth Management (New York)
New York
$254K -$5.94K -140 -2%
ES
318
ETF Store
Kansas
$251K -$47.7K -1,124 -17%
HIIFS
319
Harel Insurance Investments & Financial Services
Israel
$248K – – –
CI
320
CX Institutional
Indiana
$248K -$383K -9,024 -61%
TP
321
Tranquility Partners
Tennessee
$245K +$244K +5,759 New
EIA
322
Eldridge Investment Advisors
New Hampshire
$244K – – –
TFP
323
Tilia Fiduciary Partners
North Carolina
$244K +$3.4K +80 +1%
OWA
324
Octavia Wealth Advisors
Ohio
$241K +$241K +5,668 New
PCIA
325
Prime Capital Investment Advisors
Kansas
$239K +$239K +5,621 New
11 12
13
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