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

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
426
Fortitude Family Office
Arizona
$782K – – –
FMI
427
F/M Investments
District of Columbia
$779K -$7.37K -121 -0.9%
W
428
WorthPointe
California
$779K -$134K -2,205 -14%
AWM
429
Axxcess Wealth Management
California
$778K -$110K -1,808 -12%
DW30
430
Drucker Wealth 3.0
New Jersey
$771K +$19.1K +313 +2%
VF
431
Vawter Financial
Ohio
$755K – – –
HSA
432
HBK Sorce Advisory
Pennsylvania
$755K -$3.59K -59 -0.5%
BW
433
Balance Wealth
Ohio
$740K -$1.07M -17,579 -58%
PA
434
PFG Advisors
Arizona
$737K +$17.7K +291 +2%
CC
435
Courier Capital
New York
$737K +$51.4K +844 +7%
SMA
436
Sage Mountain Advisors
Georgia
$729K -$13K -213 -2%
TMWM
437
Taylor & Morgan Wealth Management
Michigan
$725K -$75.3K -1,237 -9%
TFCP
438
Twin Focus Capital Partners
Massachusetts
$722K – – –
SPIA
439
Steward Partners Investment Advisory
New York
$722K +$172K +2,832 +30%
ACA
440
Atlas Capital Advisors
Wyoming
$722K -$2.92K -48 -0.4%
AG
441
Ascent Group
Virginia
$711K -$25.1K -412 -3%
ACM
442
Anfield Capital Management
California
$702K -$304 -5 -0%
SAM
443
Securian Asset Management
Minnesota
$699K +$36.5K +600 +5%
BJL
444
Brighton Jones LLC
Washington
$696K +$715K +11,750 New
FA
445
Fiduciary Alliance
South Carolina
$692K +$95K +1,561 +16%
EFL
446
ERn Financial LLC
Wisconsin
$692K -$76.5K -1,256 -10%
DWM
447
Diversify Wealth Management
Utah
$687K +$279K +4,582 +72%
MWM
448
Maridea Wealth Management
New York
$686K -$28.1K -462 -4%
JIC
449
Johnson Investment Counsel
Ohio
$683K +$61 +1 +0%
CF
450
Centaurus Financial
California
$681K +$584K +9,586 +499%
16 17
18
19 20