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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
351
Mattern Wealth Management
Kansas
$216K – – –
JFG
352
JDM Financial Group
Texas
$213K -$20.3K -454 -9%
MSAM
353
Moloney Securities Asset Management
Missouri
$213K +$269 +6 +0.1%
SEA
354
Stegent Equity Advisors
Texas
$211K – – –
AAS
355
Avantax Advisory Services
Texas
$209K -$16.2K -361 -7%
OFG
356
Omega Financial Group
California
$207K -$8.5K -190 -4%
HIP
357
HUB Investment Partners
Texas
$205K +$209K +4,675 New
FAM
358
Formidable Asset Management
Ohio
$204K +$208K +4,638 New
CBFP
359
Cedar Brook Financial Partners
Ohio
$202K +$206K +4,600 New
MWM
360
Marion Wealth Management
Pennsylvania
$202K +$206K +4,592 New
CFD
361
Creative Financial Designs
Indiana
$189K -$2.87K -64 -1%
AIM
362
Acropolis Investment Management
Missouri
$188K – – –
MFA
363
McClarren Financial Advisors
Pennsylvania
$175K +$537 +12 +0.3%
FRA
364
Front Row Advisors
California
$153K – – –
SSB
365
Sandy Spring Bank
Maryland
$123K -$14.3K -319 -10%
GFWA
366
Grey Fox Wealth Advisors
Delaware
$108K -$38.8K -866 -26%
NFSG
367
Newbridge Financial Services Group
Florida
$103K +$2.91K +65 +3%
FFA
368
Founders Financial Alliance
North Carolina
$98.1K +$2.95K +66 +3%
CCA
369
Column Capital Advisors
Indiana
$97.8K – – –
FFA
370
Farther Finance Advisors
California
$96.1K +$97.9K +2,188 New
KFI
371
Key Financial Inc
Pennsylvania
$89K +$90.6K +2,025 New
DWMG
372
DB Wealth Management Group
California
$88.3K -$90 -2 -0.1%
MWC
373
MBM Wealth Consultants
Missouri
$83K – – –
WTC
374
WhitTier Trust Company
Nevada
$82.6K -$26.9K -600 -24%
JWA
375
JFS Wealth Advisors
Pennsylvania
$74.1K +$45 +1 +0.1%
13 14
15
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