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

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
301
Twin Focus Capital Partners
Massachusetts
$768K – – –
SIC
302
Sterling Investment Counsel
New York
$762K +$53.3K +1,072 +8%
FIM
303
Fernwood Investment Management
Massachusetts
$759K -$50 -1 -0%
EFL
304
ERn Financial LLC
Wisconsin
$754K +$13.7K +276 +2%
WFAG
305
Worth Financial Advisory Group
North Carolina
$751K +$146K +2,932 +26%
T
306
Tidemark
California
$750K -$63.3K -1,272 -8%
GL
307
Graypoint LLC
New York
$749K – – –
MA
308
MONECO Advisors
Connecticut
$747K +$299K +6,002 +75%
MWM
309
MGB Wealth Management
Texas
$747K +$2.54K +51 +0.4%
LA
310
Lifeworks Advisors
Michigan
$741K -$19.3K -389 -3%
APP
311
Avantax Planning Partners
Iowa
$740K +$8.21K +165 +1%
RPCONE
312
Retirement Planning Company of New England
Rhode Island
$738K +$54.8K +1,101 +9%
SMA
313
Sage Mountain Advisors
Georgia
$736K +$84.2K +1,693 +14%
RSA
314
River Street Advisors
Illinois
$735K +$21.4K +430 +3%
WAM
315
Worth Asset Management
Texas
$727K +$678K +13,627 New
CAG
316
Csenge Advisory Group
Florida
$715K -$34.3K -690 -5%
APW
317
Austin Private Wealth
Texas
$708K +$117K +2,346 +21%
RPSA
318
Richard P. Slaughter Associates
Texas
$705K +$658K +13,225 New
KWA
319
Kingswood Wealth Advisors
California
$697K +$362K +7,276 +126%
VC
320
Vicus Capital
Pennsylvania
$697K +$31.9K +642 +5%
SMC
321
Smith, Moore & Co
Missouri
$692K -$1.64K -33 -0.3%
MCC
322
Money Concepts Capital
Florida
$684K +$167K +3,352 +35%
WPC
323
White Pine Capital
Minnesota
$678K – – –
ZCM
324
Ziegler Capital Management
Illinois
$660K +$1.44K +29 +0.2%
PA
325
PFG Advisors
Arizona
$656K +$94.2K +1,895 +18%
11 12
13
14 15