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

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
426
Novus Advisors
South Carolina
$941K -$14.1K -219 -2%
EFG
427
Ethos Financial Group
Pennsylvania
$935K – – –
SMC
428
Smith, Moore & Co
Missouri
$930K +$8.94K +139 +1%
SPIA
429
Steward Partners Investment Advisory
New York
$923K +$95K +1,476 +12%
WPW
430
Watershed Private Wealth
Illinois
$920K -$3.73K -58 -0.4%
PPC
431
Park Place Capital
Alabama
$920K +$18.4K +286 +2%
FMI
432
F/M Investments
District of Columbia
$919K +$27.7K +431 +3%
S
433
Sachetta
Massachusetts
$917K -$8.36K -130 -0.9%
FFW
434
Fusion Family Wealth
New York
$915K -$87K -1,352 -9%
WPC
435
White Pine Capital
Minnesota
$913K – – –
T
436
Tidemark
California
$902K -$74.8K -1,163 -8%
CC
437
Courier Capital
New York
$901K +$58.2K +905 +7%
PA
438
PFG Advisors
Arizona
$880K +$36.9K +573 +5%
DWM
439
Diversify Wealth Management
Utah
$866K +$133K +2,062 +19%
DAS
440
Diversify Advisory Services
Utah
$866K +$837K +13,007 New
W
441
WorthPointe
California
$864K -$23.2K -361 -3%
VF
442
Vawter Financial
Ohio
$861K – – –
BWA
443
BlueChip Wealth Advisors
Georgia
$854K +$814K +12,648 New
EWA
444
EP Wealth Advisors
California
$854K +$500K +7,777 +160%
CCWA
445
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$837K +$797K +12,390 New
FFO
446
Fortitude Family Office
Arizona
$834K -$55.1K -857 -6%
SMA
447
Sage Mountain Advisors
Georgia
$832K – – –
CGFA
448
Colton Groome Financial Advisors
North Carolina
$826K +$178K +2,759 +29%
TFCP
449
Twin Focus Capital Partners
Massachusetts
$824K – – –
HL
450
HeadInvest LLC
Maine
$820K +$382K +5,930 +96%
16 17
18
19 20