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

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
476
Tru Independence Asset Management 2
Oregon
$450K -$146K -2,592 -25%
CA
477
Clearstead Advisors
Ohio
$448K -$108K -1,924 -20%
LFA
478
Laraway Financial Advisors
Minnesota
$448K +$62.1K +1,103 +16%
SAS
479
SMI Advisory Services
Indiana
$445K -$19.9K -353 -4%
EW
480
Evoke Wealth
California
$441K – – –
HIA
481
Harbor Investment Advisory
Maryland
$438K +$2.2K +39 +0.5%
SL
482
SFM LLC
New Hampshire
$431K – – –
CRC
483
Curi RMB Capital
Illinois
$421K – – –
AC
484
Apella Capital
Connecticut
$421K -$6.59K -117 -2%
CJ
485
Caitlin John
Michigan
$420K +$114K +2,015 +38%
IWN
486
Independent Wealth Network
Iowa
$420K -$7.21K -128 -2%
VBFP
487
Valtinson Bruner Financial Planning
Minnesota
$418K -$4K -71 -1%
FLPIM
488
F.L. Putnam Investment Management
Massachusetts
$418K -$5.35K -95 -1%
SFFS
489
Stonehage Fleming Financial Services
Jersey
$416K – – –
OFG
490
Opulen Financial Group
Virginia
$415K -$5.46K -97 -1%
AWM
491
Absher Wealth Management
North Carolina
$415K +$409K +7,251 New
WIM
492
Westside Investment Management
California
$413K +$372K +6,610 +1,130%
MAM
493
Mystic Asset Management
Rhode Island
$410K +$33.2K +590 +9%
LFAS
494
Level Four Advisory Services
Texas
$408K +$507 +9 +0.1%
CFD
495
Creative Financial Designs
Indiana
$406K -$326K -5,794 -45%
EC
496
Estate Counselors
Wisconsin
$402K – – –
TYCC
497
Texas Yale Capital Corp
Florida
$397K -$11.3K -200 -3%
TDC
498
Thompson Davis & Co
Virginia
$397K – – –
SPC
499
Sigma Planning Corp
Michigan
$396K -$59.2K -1,050 -13%
SWM
500
Silverlake Wealth Management
Vermont
$395K -$38.8K -688 -9%
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