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

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
526
Northwest Capital Management
Oregon
$244K +$101K +1,802 +68%
SPAS
527
Spectrum Planning & Advisory Services
California
$242K -$7.65K -136 -3%
LFG
528
Lockerman Financial Group
California
$236K -$619 -11 -0.3%
SEIA
529
Signature Estate & Investment Advisors
California
$235K +$4.95K +88 +2%
NP
530
NorthRock Partners
Minnesota
$234K – – –
BP
531
Ballentine Partners
Massachusetts
$232K – – –
CF
532
Convergence Financial
Missouri
$231K +$338 +6 +0.1%
AIM
533
Acropolis Investment Management
Missouri
$230K +$169 +3 +0.1%
OPA
534
Old Port Advisors
Maine
$228K -$80.4K -1,429 -26%
RRA
535
Round Rock Advisors
Connecticut
$228K +$234K +4,161 New
GFWA
536
Grey Fox Wealth Advisors
Delaware
$226K +$281 +5 +0.1%
BFG
537
Bleakley Financial Group
New Jersey
$225K +$231K +4,111 New
MPCL
538
My Personal CFO LLC
Washington
$224K – – –
GWAM
539
Guardian Wealth Advisors (Minnesota)
Minnesota
$224K – – –
QPWM
540
Quadrant Private Wealth Management
Pennsylvania
$223K +$229K +4,070 New
NG
541
Norden Group
Utah
$219K -$6.92K -123 -3%
TNA
542
True North Advisors
Texas
$219K +$394 +7 +0.2%
SIA
543
Strategic Investment Advisors
Michigan
$217K -$13.8K -246 -6%
BCM
544
Brookstone Capital Management
Illinois
$217K -$33.1K -588 -13%
DP
545
Denver PWM
Colorado
$216K +$5.63K +100 +3%
PS
546
Principal Securities
Iowa
$215K -$26K -462 -10%
MSAM
547
Moloney Securities Asset Management
Missouri
$215K +$169 +3 +0.1%
MLA
548
My Legacy Advisors
Oregon
$215K -$13.6K -242 -6%
MYIA
549
Mount Yale Investment Advisors
Colorado
$213K +$219K +3,892 New
DFG
550
Dynamic Financial Group
Iowa
$209K +$215K +3,823 New
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