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

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
576
Williams Jones Wealth Management
New York
– -$791K -16,230 Closed
LCGC
577
Legacy Capital Group California
California
– -$774K -15,895 Closed
PWM
578
Penobscot Wealth Management
Maine
– -$748K -15,353 Closed
IAA
579
Independent Advisor Alliance
North Carolina
– -$515K -11,125 Closed
CCG
580
Capital CS Group
California
– -$450K -9,242 Closed
WWS
581
Wellington Wealth Strategies
Indiana
– -$333K -6,825 Closed
CCM
582
Crabel Capital Management
California
– -$326K -6,694 Closed
SAG
583
SageView Advisory Group
California
– -$287K -5,890 Closed
ECA
584
Elevated Capital Advisors
Utah
– -$285K -5,845 Closed
MWM
585
Meridian Wealth Management
Kentucky
– -$271K -5,567 Closed
FC
586
Financial Consulate
Maryland
– -$270K -5,551 Closed
PA
587
Procyon Advisors
Connecticut
– -$220K -4,508 Closed
CCM
588
Crew Capital Management
Ohio
– -$215K -4,406 Closed
TRCT
589
Tower Research Capital (TRC)
New York
– -$212K -4,350 Closed
MA
590
MCF Advisors
Kentucky
– -$64.2K -1,318 Closed
RIM
591
Rockbridge Investment Management
New York
– -$28.2K -579 Closed
BFEC
592
Benjamin F. Edwards & Company
Missouri
– -$26K -525 Closed
FBC
593
Fairfield, Bush & Co
Connecticut
– -$23.1K -475 Closed
GA
594
GoalVest Advisory
New York
– -$8.67K -178 Closed
PWMA
595
Pension & Wealth Management Advisors
Massachusetts
– -$8.04K -165 Closed
GI
596
Gradient Investments
Minnesota
– -$6.63K -136 Closed
CMAI
597
Capital Management Associates Inc
Minnesota
– -$386K -49 Closed
CI
598
Cordant Inc
Oregon
– -$731 -15 Closed
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