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

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
326
Orin Green Financial
California
$895K -$927K -16,469 Closed
WFAG
327
Worth Financial Advisory Group
North Carolina
$887K -$13.5K -240 -1%
RPSA
328
Richard P. Slaughter Associates
Texas
$880K +$78.4K +1,393 +9%
BWMG
329
Barnes Wealth Management Group
California
$879K +$904K +16,070 New
RSA
330
River Street Advisors
Illinois
$873K +$28K +497 +3%
IF
331
Intrua Financial
Texas
$871K +$896K +15,927 New
SEA
332
Stegent Equity Advisors
Texas
$863K -$4.28K -76 -0.5%
AWS
333
Atria Wealth Solutions
New York
$854K +$267K +4,753 +44%
DWM
334
Denver Wealth Management
Colorado
$847K +$2.42K +43 +0.3%
RPCONE
335
Retirement Planning Company of New England
Rhode Island
$843K +$36.7K +653 +4%
EIA
336
Eldridge Investment Advisors
New Hampshire
$842K +$170K +3,028 +24%
JCIA
337
Jackson Creek Investment Advisors
Colorado
$835K +$170K +3,022 +25%
AFG
338
Arkansas Financial Group
Arkansas
$828K -$64.8K -1,151 -7%
IWMA
339
Ironwood Wealth Management (Arizona)
Arizona
$820K -$133K -2,372 -14%
AG
340
Ascent Group
Virginia
$816K -$91.7K -1,630 -10%
FFW
341
Fusion Family Wealth
New York
$814K – – –
BWM
342
BCS Wealth Management
Tennessee
$806K +$214K +3,810 +35%
JPG
343
Jordan Park Group
California
$804K -$48.4K -860 -6%
FEG
344
Financial Enhancement Group
Indiana
$801K -$1.26M -22,379 -60%
MCC
345
Money Concepts Capital
Florida
$800K +$31K +551 +4%
HPA
346
High Probability Advisors
New York
$794K +$75.1K +1,335 +10%
GWSG
347
GPS Wealth Strategies Group
Colorado
$793K -$55.4K -984 -6%
EFG
348
Ethos Financial Group
Pennsylvania
$785K -$326K -5,790 -29%
VC
349
Vicus Capital
Pennsylvania
$780K +$45.5K +808 +6%
BRWA
350
B. Riley Wealth Advisors
Florida
$779K -$251K -4,452 -24%
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