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

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
426
Park Place Capital
Alabama
$789K +$2.5K +41 +0.3%
FFO
427
Fortitude Family Office
Arizona
$782K – – –
FMI
428
F/M Investments
District of Columbia
$779K -$7.37K -121 -0.9%
W
429
WorthPointe
California
$779K -$134K -2,205 -14%
AWM
430
Axxcess Wealth Management
California
$778K -$110K -1,808 -12%
DW30
431
Drucker Wealth 3.0
New Jersey
$771K +$19.1K +313 +2%
VF
432
Vawter Financial
Ohio
$755K – – –
HSA
433
HBK Sorce Advisory
Pennsylvania
$755K -$3.59K -59 -0.5%
BW
434
Balance Wealth
Ohio
$740K -$1.07M -17,579 -58%
PA
435
PFG Advisors
Arizona
$737K +$17.7K +291 +2%
CC
436
Courier Capital
New York
$737K +$51.4K +844 +7%
SMA
437
Sage Mountain Advisors
Georgia
$729K -$13K -213 -2%
TMWM
438
Taylor & Morgan Wealth Management
Michigan
$725K -$75.3K -1,237 -9%
TFCP
439
Twin Focus Capital Partners
Massachusetts
$722K – – –
SPIA
440
Steward Partners Investment Advisory
New York
$722K +$172K +2,832 +30%
ACA
441
Atlas Capital Advisors
Wyoming
$722K -$2.92K -48 -0.4%
AG
442
Ascent Group
Virginia
$711K -$25.1K -412 -3%
ACM
443
Anfield Capital Management
California
$702K -$304 -5 -0%
SAM
444
Securian Asset Management
Minnesota
$699K +$36.5K +600 +5%
BJL
445
Brighton Jones LLC
Washington
$696K +$715K +11,750 New
FA
446
Fiduciary Alliance
South Carolina
$692K +$95K +1,561 +16%
EFL
447
ERn Financial LLC
Wisconsin
$692K -$76.5K -1,256 -10%
DWM
448
Diversify Wealth Management
Utah
$687K +$279K +4,582 +72%
MWM
449
Maridea Wealth Management
New York
$686K -$28.1K -462 -4%
JIC
450
Johnson Investment Counsel
Ohio
$683K +$61 +1 +0%
16 17
18
19 20