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

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
351
GSB Wealth Management
Connecticut
$635K +$3.65K +69 +0.6%
SA
352
SpiderRock Advisors
Delaware
$635K +$614K +11,608 New
DW30
353
Drucker Wealth 3.0
New Jersey
$631K +$5.13K +97 +0.8%
FF
354
Farrow Financial
Vermont
$610K +$12.2K +231 +2%
JIC
355
Johnson Investment Counsel
Ohio
$605K +$196K +3,713 +50%
RWP
356
Revolve Wealth Partners
New Jersey
$601K -$671K -12,690 -54%
AFG
357
Atomi Financial Group
New York
$601K -$15.4K -291 -3%
AF
358
Apollon Financial
South Carolina
$599K +$26.3K +497 +5%
AWA
359
Arkadios Wealth Advisors
Georgia
$599K +$1K +19 +0.2%
BWM
360
BCS Wealth Management
Tennessee
$598K -$44K -833 -7%
CWM
361
Congress Wealth Management
Massachusetts
$594K -$36.3K -686 -6%
AWS
362
Atria Wealth Solutions
New York
$594K -$51.5K -973 -8%
PVI
363
Pine Valley Investments
New Jersey
$593K +$370 +7 +0.1%
BWP
364
Baldwin Wealth Partners
Massachusetts
$589K +$570K +10,777 New
DWM
365
Destination Wealth Management
California
$575K +$556K +10,522 New
GFPC
366
Global Financial Private Client
Florida
$565K +$9.94K +188 +2%
IC
367
IEQ Capital
California
$558K – – –
ASN
368
Advisory Services Network
Georgia
$540K – – –
CIA
369
Compass Ion Advisors
Pennsylvania
$529K +$1.53K +29 +0.3%
LFS
370
Lutz Financial Services
Nebraska
$523K – – –
NCMW
371
Northern Capital Management (Washington)
Washington
$513K +$76K +1,437 +18%
ARC
372
Advisor Resource Council
Texas
$513K +$496K +9,377 New
EFG
373
Elios Financial Group
Ohio
$508K +$491K +9,283 New
WCA
374
Westover Capital Advisors
Delaware
$504K +$487K +9,211 New
NWMG
375
National Wealth Management Group
Ohio
$494K -$486K -9,188 -50%
13 14
15
16 17