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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Marion Wealth Management
Pennsylvania
$384K -$2.32K -36 -0.6%
BWFA
577
Baltimore-Washington Financial Advisors
Maryland
$381K -$24.1K -374 -6%
SFG
578
Sovereign Financial Group
Connecticut
$380K -$3.41K -53 -0.9%
SWM
579
SigFig Wealth Management
California
$380K +$2.44K +38 +0.7%
SEIA
580
Signature Estate & Investment Advisors
California
$375K +$357K +5,552 New
PWP
581
Precedent Wealth Partners
Texas
$368K -$3.54K -55 -1%
AMG
582
APS Management Group
California
$367K -$5.28K -82 -1%
IWM
583
Integris Wealth Management
California
$363K +$345K +5,367 New
ACM
584
Advisors Capital Management
New Jersey
$362K -$2.06K -32 -0.6%
SAM
585
Securian Asset Management
Minnesota
$361K -$409K -6,350 -54%
VA
586
VestGen Advisors
Illinois
$356K -$9.52K -148 -3%
ZIM
587
Zacks Investment Management
Illinois
$354K +$12K +187 +4%
AWM
588
Aureum Wealth Management
Florida
$351K – – –
TWA
589
Tandem Wealth Advisors
Arizona
$351K +$6.56K +102 +2%
TI
590
Truepoint Inc
Ohio
$349K -$14.2K -220 -4%
BJL
591
Brighton Jones LLC
Washington
$346K -$426K -6,626 -56%
WEG
592
World Equity Group
Illinois
$346K +$329K +5,116 New
CA
593
Continuum Advisory
Idaho
$345K +$2.06K +32 +0.6%
UWM
594
USAdvisors Wealth Management
Minnesota
$345K -$4.83K -75 -1%
CAL
595
Capital Advisors Ltd
Ohio
$345K – – –
LA
596
Latitude Advisors
Florida
$345K -$3.8K -59 -1%
QP
597
Quartz Partners
New York
$344K +$20.7K +322 +7%
RBFC
598
Roman Butler Fullerton & Co
Missouri
$343K +$708 +11 +0.2%
OCM
599
Orion Capital Management
California
$338K -$20.3K -315 -6%
MAMG
600
Milestone Asset Management Group
Connecticut
$337K -$12.5K -195 -4%
22 23
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