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

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
476
Planning Directions
Pennsylvania
$334K +$356K +6,534 New
SWA
477
Sax Wealth Advisors
New Jersey
$330K +$9.05K +166 +3%
DC
478
Davenport & Co
Virginia
$329K +$86.2K +1,581 +33%
NCM
479
Northwest Capital Management
Oregon
$327K +$105K +1,921 +43%
OCM
480
Orion Capital Management
California
$317K -$4.03K -74 -1%
IWM
481
Iams Wealth Management
Nebraska
$317K +$19.6K +360 +6%
MYIA
482
Mount Yale Investment Advisors
Colorado
$315K +$123K +2,264 +58%
BWP
483
Balboa Wealth Partners
Arizona
$315K +$45.4K +832 +16%
HH
484
Hilltop Holdings
Texas
$314K +$52.1K +955 +18%
MAM
485
Mystic Asset Management
Rhode Island
$311K +$60.5K +1,110 +22%
WAOTB
486
Wealth Advisors of Tampa Bay
Florida
$311K – – –
BI
487
Beckerman Institutional
New Jersey
$311K – – –
AC
488
Apella Capital
Connecticut
$299K +$600 +11 +0.2%
LFS
489
Legacy Financial Strategies
Kansas
$299K +$25.8K +473 +9%
DWM
490
Diversify Wealth Management
Utah
$297K +$1.09K +20 +0.3%
SFG
491
Sovereign Financial Group
Connecticut
$297K – – –
EC
492
Estate Counselors
Wisconsin
$296K +$315K +5,780 New
AIA
493
Allied Investment Advisors
Montana
$292K +$311K +5,714 New
AWM
494
Ariadne Wealth Management
California
$292K – – –
VPP
495
Vertex Planning Partners
Illinois
$290K -$709 -13 -0.2%
M
496
MATAURO
New York
$286K +$27.5K +504 +10%
GS
497
GWN Securities
Florida
$286K +$305K +5,590 New
LA
498
Latitude Advisors
Florida
$286K +$38.4K +704 +14%
TF
499
TME Financial
California
$280K -$1.56M -28,685 -84%
SFS
500
Sowell Financial Services
Arkansas
$277K +$295K +5,421 New
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