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

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
501
Iams Wealth Management
Nebraska
$351K +$13.4K +260 +4%
DWM
502
Diversify Wealth Management
Utah
$333K +$1.13K +22 +0.4%
VAF
503
Values Added Financial
District of Columbia
$333K +$106K +2,064 +51%
LFS
504
Legacy Financial Strategies
Kansas
$331K +$13K +253 +4%
BI
505
Beckerman Institutional
New Jersey
$331K – – –
WAOTB
506
Wealth Advisors of Tampa Bay
Florida
$331K – – –
BWP
507
Balboa Wealth Partners
Arizona
$327K -$7.26K -141 -2%
MOS
508
MGO One Seven
Ohio
$325K +$44.1K +857 +17%
LAM
509
L2 Asset Management
Massachusetts
$324K +$307K +5,954 New
NL
510
NWAM LLC
Washington
$324K +$302K +5,870 New
VPP
511
Vertex Planning Partners
Illinois
$322K +$13K +253 +4%
SFG
512
Sovereign Financial Group
Connecticut
$318K +$2.83K +55 +0.9%
KWA
513
Kingswood Wealth Advisors
California
$314K -$77.6K -1,507 -21%
VFA
514
Valeo Financial Advisors
Indiana
$309K +$293K +5,690 New
APA
515
Astoria Portfolio Advisors
New York
$307K +$282K +5,483 New
PWP
516
Precedent Wealth Partners
Texas
$307K -$282K -5,473 -49%
OCM
517
Orion Capital Management
California
$305K -$30.1K -585 -9%
SWA
518
Sax Wealth Advisors
New Jersey
$304K -$43.4K -842 -13%
LA
519
Latitude Advisors
Florida
$303K -$1.19K -23 -0.4%
ARC
520
Advisor Resource Council
Texas
$302K -$12.3M -238,164 -98%
HH
521
Hilltop Holdings
Texas
$302K -$29.9K -581 -9%
M
522
MATAURO
New York
$295K -$8.7K -169 -3%
CA
523
Continuum Advisory
Idaho
$293K +$37.5K +728 +16%
TI
524
Truepoint Inc
Ohio
$291K +$2.73K +53 +1%
BFS
525
BridgePort Financial Solutions
Iowa
$291K +$1.03K +20 +0.4%
19 20
21
22 23