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

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$279K – – –
M
502
MATAURO
New York
$279K +$287K +5,094 New
RWM
503
Ritholtz Wealth Management
New York
$273K +$2.76K +49 +1%
LWMNY
504
Landmark Wealth Management (New York)
New York
$272K -$9.74K -173 -3%
MAM
505
Mystic Asset Management
Rhode Island
$272K +$11.3K +200 +4%
TP
506
Tranquility Partners
Tennessee
$271K -$1.13K -20 -0.4%
IF
507
Ironwood Financial
Arizona
$269K +$277K +4,915 New
EA
508
Eclectic Associates
California
$269K -$34K -605 -11%
ML
509
Mayport LLC
Massachusetts
$269K +$276K +4,913 New
MWM
510
Mattern Wealth Management
Kansas
$268K – – –
LA
511
Latitude Advisors
Florida
$267K +$61.8K +1,099 +29%
WP
512
WealthPLAN Partners
Nebraska
$267K -$738K -13,117 -73%
DC
513
Davenport & Co
Virginia
$265K +$6.25K +111 +2%
MCM
514
Mainstream Capital Management
California
$265K -$1.01K -18 -0.4%
PWA
515
PCG Wealth Advisors
Kansas
$265K – – –
MCA
516
MSH Capital Advisors
Arizona
$263K +$60.2K +1,070 +29%
ORG
517
Optimist Retirement Group
Washington
$262K -$11.4K -203 -4%
EWA
518
EverSource Wealth Advisors
Alabama
$262K +$260K +4,614 +2,622%
HWM
519
HB Wealth Management
Georgia
$260K – – –
RBFC
520
Roman Butler Fullerton & Co
Missouri
$259K -$27.6K -491 -10%
NWM
521
Napa Wealth Management
California
$256K +$5.01K +89 +2%
ACM
522
Altrius Capital Management
North Carolina
$255K -$14.8K -263 -5%
EWA
523
EP Wealth Advisors
California
$252K +$41.1K +731 +19%
MWM
524
Meridian Wealth Management
Kentucky
$250K -$2.59K -46 -1%
CPRC
525
Consolidated Portfolio Review Corp
New York
$247K +$254K +4,521 New
19 20
21
22 23