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

Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
376
Legacy Wealth Partners (Colorado)
Colorado
$922K +$915K +15,927 New
TC
377
Trilogy Capital
California
$913K -$29.6K -515 -3%
RPCONE
378
Retirement Planning Company of New England
Rhode Island
$911K +$24.9K +433 +3%
MCWS
379
McKinley Carter Wealth Services
West Virginia
$910K -$250K -4,348 -22%
AF
380
Aldebaran Financial
$903K +$60.5K +1,053 +7%
SI
381
Seeds Investor
New York
$893K -$219K -3,809 -20%
FCM
382
Fell Capital Management
California
$893K +$885K +15,415 New
KF
383
Krilogy Financial
Missouri
$890K -$68.8K -1,197 -8%
WFAG
384
Worth Financial Advisory Group
North Carolina
$890K +$9.36K +163 +1%
W
385
WorthPointe
California
$889K -$1.61K -28 -0.2%
RCA
386
Ranch Capital Advisors
Florida
$888K +$48.5K +845 +6%
DWM
387
Denver Wealth Management
Colorado
$883K -$9.54K -166 -1%
BAMG
388
Brand Asset Management Group
Missouri
$879K -$35.6K -619 -4%
GWM
389
GSB Wealth Management
Connecticut
$876K +$33.3K +580 +4%
VAG
390
VisionPoint Advisory Group
Texas
$870K +$16.7K +290 +2%
AWM
391
Axxcess Wealth Management
California
$865K -$86.2K -1,501 -9%
FFW
392
Fusion Family Wealth
New York
$862K – – –
T
393
Tidemark
California
$861K -$42.7K -743 -5%
SLC
394
Second Line Capital
Louisiana
$857K -$20.2K -352 -2%
AUB
395
Atlantic Union Bankshares
Virginia
$852K -$7.81K -136 -0.9%
GFPC
396
Global Financial Private Client
Florida
$851K +$37.6K +654 +5%
NA
397
Novus Advisors
South Carolina
$837K +$17.5K +305 +2%
EFG
398
Ethos Financial Group
Pennsylvania
$827K – – –
VFS
399
Valpey Financial Services
New Hampshire
$814K +$65.4K +1,139 +9%
HW
400
HORAN Wealth
Ohio
$814K +$115 +2 +0%
14 15
16
17 18