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

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
376
Mattson Financial Services
Michigan
$1.07M +$27K +444 +3%
QWM
377
Quadcap Wealth Management
Texas
$1.05M -$88.5K -1,454 -8%
RFS
378
Richardson Financial Services
Massachusetts
$1.04M -$80.6K -1,324 -7%
KCPG
379
Kavar Capital Partners Group
Kansas
$1.04M – – –
NWMG
380
National Wealth Management Group
Ohio
$1.03M -$53.7K -882 -5%
HPA
381
High Probability Advisors
New York
$1.02M +$5.78K +95 +0.6%
WIM
382
WealthPlan Investment Management
Nebraska
$1.02M +$307K +5,050 +41%
SI
383
Seeds Investor
New York
$1.02M +$51.7K +850 +6%
SCM
384
Saxony Capital Management
Missouri
$1.02M -$178K -2,924 -15%
CMAI
385
Capital Management Associates Inc
Minnesota
$1.01M +$3.23K +53 +0.3%
LWPC
386
Legacy Wealth Partners (Colorado)
Colorado
$1.01M +$70K +1,150 +7%
VT
387
Vise Technologies
New York
$1.01M – – –
SIC
388
Sterling Investment Counsel
New York
$1.01M -$163K -2,683 -14%
PTC
389
Private Trust Company
Ohio
$1M -$201K -3,303 -16%
HGA
390
Hobbs Group Advisors
South Carolina
$989K -$548 -9 -0.1%
RSA
391
River Street Advisors
Illinois
$987K +$19.7K +324 +2%
DWT
392
Dorsey & Whitney Trust
South Dakota
$978K +$152K +2,493 +18%
HIP
393
HUB Investment Partners
Texas
$972K +$734K +12,052 +277%
OGF
394
Orin Green Financial
California
$970K -$1.46K -24 -0.1%
VAG
395
VisionPoint Advisory Group
Texas
$967K +$79.1K +1,300 +9%
RPCONE
396
Retirement Planning Company of New England
Rhode Island
$963K +$32.3K +530 +3%
DSC
397
Duncker Streett & Co
Missouri
$960K – – –
AFG
398
Atomi Financial Group
New York
$955K -$17.8K -293 -2%
GWM
399
GSB Wealth Management
Connecticut
$951K +$56.7K +932 +6%
TC
400
Trilogy Capital
California
$950K +$16.7K +275 +2%
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16
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