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

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
301
ORBA Wealth Advisors
Illinois
$1.7M -$286K -4,974 -14%
WIA
302
World Investment Advisors
California
$1.7M +$761K +13,244 +83%
DF
303
Downshift Financial
Colorado
$1.65M +$1.56M +27,128 New
SIAS
304
Summit Investment Advisory Services
Minnesota
$1.63M +$17.1K +297 +1%
CW
305
CreativeOne Wealth
Kansas
$1.63M +$95.1K +1,656 +6%
BAM
306
Belpointe Asset Management
Nevada
$1.62M +$1.08M +18,750 +203%
ARC
307
Advisor Resource Council
Texas
$1.62M +$1.02M +17,717 +189%
KWM
308
Kingsview Wealth Management
Oregon
$1.61M -$1.67K -29 -0.1%
RCM
309
Raleigh Capital Management
North Carolina
$1.6M +$79.6K +1,385 +5%
KDA
310
Kraft Davis & Associates
Missouri
$1.59M +$11.9K +207 +0.8%
CIAS
311
CFS Investment Advisory Services
New Jersey
$1.58M +$161K +2,811 +11%
CFG
312
Compton Financial Group
Maryland
$1.55M -$28.8K -502 -2%
JWCA
313
J.W. Cole Advisors
Florida
$1.53M -$157K -2,739 -8%
EIA
314
Eldridge Investment Advisors
New Hampshire
$1.51M +$37.9K +659 +3%
RC
315
Roundview Capital
New Jersey
$1.49M +$192K +3,335 +15%
WWA
316
WCG Wealth Advisors
Nevada
$1.48M -$39.8K -693 -3%
CAM
317
Cresset Asset Management
Illinois
$1.44M -$80.4K -1,400 -5%
BJF
318
Blue Jean Financial
New York
$1.43M +$1.41M +24,621 New
CA
319
CoreCap Advisors
Michigan
$1.41M +$80.1K +1,395 +6%
SQA
320
Simon Quick Advisors
New Jersey
$1.36M +$1.49K +26 +0.1%
CIR
321
Clear Investment Research
Georgia
$1.35M +$181K +3,148 +16%
NW
322
NewEdge Wealth
Pennsylvania
$1.35M +$12.7K +221 +1%
CFG
323
Citizens Financial Group
Rhode Island
$1.34M -$4.83K -84 -0.4%
AOWM
324
Asset One Wealth Management
Washington
$1.33M +$1.26M +21,958 New
WPC
325
Wedmont Private Capital
Pennsylvania
$1.33M -$16.9K -294 -1%
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