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

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
301
Cresset Asset Management
Illinois
$1.51M +$1.05M +18,726 +246%
WWA
302
WCG Wealth Advisors
Nevada
$1.5M +$247K +4,393 +20%
KDA
303
Kraft Davis & Associates
Missouri
$1.5M +$94.8K +1,682 +7%
RCM
304
Raleigh Capital Management
North Carolina
$1.5M +$8.79K +156 +0.6%
EIA
305
Eldridge Investment Advisors
New Hampshire
$1.45M +$293K +5,194 +26%
CIAS
306
CFS Investment Advisory Services
New Jersey
$1.41M +$106K +1,877 +8%
BW
307
Balance Wealth
Ohio
$1.39M +$72.8K +1,292 +6%
PFG
308
PAX Financial Group
Texas
$1.38M -$18.1K -321 -1%
BC
309
Brio Consultants
California
$1.35M -$341K -6,045 -20%
TCWM
310
Total Clarity Wealth Management
Illinois
$1.35M +$86.8K +1,540 +7%
SQA
311
Simon Quick Advisors
New Jersey
$1.34M +$1.32M +23,478 New
FWM
312
Fingerlakes Wealth Management
New York
$1.33M -$14.8K -262 -1%
CFG
313
Citizens Financial Group
Rhode Island
$1.32M +$11.9K +212 +0.9%
CA
314
CoreCap Advisors
Michigan
$1.32M -$39.2K -696 -3%
NW
315
NewEdge Wealth
Pennsylvania
$1.31M -$214K -3,805 -14%
AC
316
AlphaCore Capital
California
$1.3M -$38.1K -676 -3%
WPC
317
Wedmont Private Capital
Pennsylvania
$1.28M +$21.2K +377 +2%
RC
318
Roundview Capital
New Jersey
$1.28M +$5.35K +95 +0.4%
IAA
319
Independent Advisor Alliance
North Carolina
$1.27M +$141K +2,504 +13%
CFMC
320
Curbstone Financial Management Corp
New Hampshire
$1.24M – – –
DWA
321
Delta Wealth Advisors
Indiana
$1.22M -$71.5K -1,270 -6%
ACM
322
Armbruster Capital Management
New York
$1.2M +$257K +4,561 +28%
IF
323
Intrua Financial
Texas
$1.17M +$1.15M +20,490 New
PTC
324
Private Trust Company
Ohio
$1.15M +$40K +710 +4%
CIR
325
Clear Investment Research
Georgia
$1.15M +$96.4K +1,711 +9%
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