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

Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
301
ERn Financial LLC
Wisconsin
$659K +$100K +2,245 +19%
WPC
302
White Pine Capital
Minnesota
$658K – – –
AF
303
Apollon Financial
South Carolina
$655K +$599K +13,451 New
RSA
304
River Street Advisors
Illinois
$650K +$9.27K +208 +2%
SIC
305
Sterling Investment Counsel
New York
$644K +$126K +2,830 +27%
SMC
306
Smith, Moore & Co
Missouri
$633K +$20.8K +468 +4%
TFP
307
Tilia Fiduciary Partners
North Carolina
$624K +$117K +2,637 +26%
ACA
308
Aptus Capital Advisors
Alabama
$622K -$29.1K -654 -5%
RPCONE
309
Retirement Planning Company of New England
Rhode Island
$620K +$142K +3,193 +33%
VC
310
Vicus Capital
Pennsylvania
$605K -$24.1K -541 -4%
ZCM
311
Ziegler Capital Management
Illinois
$601K +$2.41K +54 +0.4%
SAS
312
SMI Advisory Services
Indiana
$596K -$51.9K -1,165 -9%
SMA
313
Sage Mountain Advisors
Georgia
$589K – – –
FEG
314
Financial Enhancement Group
Indiana
$589K -$1.07M -24,035 -66%
RCA
315
Ranch Capital Advisors
Florida
$580K +$23K +516 +5%
OWA
316
Octavia Wealth Advisors
Ohio
$580K +$531K +11,910 New
SAI
317
Savvy Advisors Inc
New York
$569K +$520K +11,671 New
HIF
318
Hill Island Financial
Michigan
$568K +$519K +11,650 New
GWM
319
GSB Wealth Management
Connecticut
$557K -$34.4K -773 -6%
CB
320
Commerce Bank
Missouri
$547K – – –
CCM
321
Coldstream Capital Management
Washington
$546K +$12.7K +285 +3%
ASN
322
Advisory Services Network
Georgia
$545K +$115K +2,589 +30%
WFAG
323
Worth Financial Advisory Group
North Carolina
$543K +$18.9K +425 +4%
APW
324
Austin Private Wealth
Texas
$542K -$25K -561 -5%
HVIA
325
Hudson Valley Investment Advisors
New York
$541K -$54.9K -1,232 -10%
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13
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