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

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
401
HBK Sorce Advisory
Pennsylvania
$537K +$253K +4,487 +84%
AFG
402
Atomi Financial Group
New York
$537K -$65.9K -1,171 -11%
FPW
403
Flagship Private Wealth
Massachusetts
$532K +$63.5K +1,129 +13%
FDW
404
Fourth Dimension Wealth
Ohio
$525K +$489K +8,687 New
HCWM
405
Hidden Cove Wealth Management
Washington
$514K +$529K +9,403 New
MWM
406
Marion Wealth Management
Pennsylvania
$507K +$15.1K +268 +3%
WCA
407
Westover Capital Advisors
Delaware
$504K – – –
OSNBOA
408
Old Second National Bank of Aurora
Illinois
$503K +$45.7K +812 +10%
APA
409
Astoria Portfolio Advisors
New York
$489K +$497K +8,828 New
EFS
410
Econ Financial Services
Pennsylvania
$487K – – –
MCM
411
MAI Capital Management
Ohio
$479K +$80.1K +1,423 +19%
TA
412
TFG Advisers
Michigan
$475K +$54.6K +970 +13%
FWP
413
Falcon Wealth Planning
California
$474K -$7.65K -136 -2%
TVAMP
414
Tennessee Valley Asset Management Partners
Tennessee
$472K +$36K +639 +8%
SFP
415
Strategic Financial Planning
Texas
$472K +$9.51K +169 +2%
AP
416
Americana Partners
Texas
$472K – – –
AWM
417
Apollon Wealth Management
South Carolina
$470K +$155K +2,749 +47%
BWFA
418
Baltimore-Washington Financial Advisors
Maryland
$469K -$5.23K -93 -1%
TDC
419
Thompson Davis & Co
Virginia
$465K +$28.1K +500 +6%
BFM
420
Boston Financial Management
Massachusetts
$465K -$12.9K -230 -3%
SAS
421
SMI Advisory Services
Indiana
$462K -$23.7K -421 -5%
EFG
422
Elios Financial Group
Ohio
$457K -$51.7K -919 -10%
OWA
423
Outlook Wealth Advisors
Texas
$451K -$36.1K -641 -7%
MPW
424
Magnolia Private Wealth
Pennsylvania
$448K +$461K +8,196 New
SL
425
SFM LLC
New Hampshire
$441K – – –
15 16
17
18 19