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

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
376
Old Second National Bank of Aurora
Illinois
$440K +$4.08K +79 +0.9%
BFM
377
Boston Financial Management
Massachusetts
$436K – – –
SFP
378
Strategic Financial Planning
Texas
$434K +$133K +2,587 +44%
GA
379
Goldstein Advisors
Wisconsin
$434K +$3.71K +72 +0.9%
FPW
380
Flagship Private Wealth
Massachusetts
$429K -$2.01K -39 -0.5%
MCM
381
MAI Capital Management
Ohio
$424K -$18.5K -358 -4%
SL
382
SFM LLC
New Hampshire
$423K -$8.15K -158 -2%
MWM
383
Marion Wealth Management
Pennsylvania
$411K -$52 -1 -0%
TDC
384
Thompson Davis & Co
Virginia
$410K +$413K +8,000 New
NCMW
385
Northern Capital Management (Washington)
Washington
$408K +$410K +7,951 New
FFL
386
Financial Freedom LLC
Ohio
$402K +$1.08K +21 +0.3%
VBFP
387
Valtinson Bruner Financial Planning
Minnesota
$400K -$15.1K -293 -4%
TA
388
TFG Advisers
Michigan
$397K +$17.3K +336 +5%
SPC
389
Sigma Planning Corp
Michigan
$397K -$26.7K -518 -6%
WIC
390
Woodmont Investment Counsel
Tennessee
$395K – – –
TVAMP
391
Tennessee Valley Asset Management Partners
Tennessee
$395K +$57K +1,104 +17%
LFAS
392
Level Four Advisory Services
Texas
$394K – – –
FOA
393
Five Oceans Advisors
California
$390K +$11.8K +229 +3%
IWN
394
Independent Wealth Network
Iowa
$388K -$52 -1 -0%
RWM
395
Ritholtz Wealth Management
New York
$388K -$25.4K -493 -6%
SAM
396
Securian Asset Management
Minnesota
$385K +$310K +6,000 +400%
USCWA
397
U.S. Capital Wealth Advisors
Texas
$381K – – –
GSEP
398
Golden State Equity Partners
California
$378K +$380K +7,372 New
JIC
399
Johnson Investment Counsel
Ohio
$377K +$15.7K +304 +4%
WWS
400
Wellington Wealth Strategies
Indiana
$370K +$372K +7,214 New
14 15
16
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