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

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
576
Operose Advisors
Wisconsin
$125K -$1.91K -34 -1%
BHWM
577
Beaird Harris Wealth Management
Texas
$125K +$128K +2,278 New
PA
578
Pineridge Advisors
Missouri
$123K +$506 +9 +0.4%
HGERS
579
Householder Group Estate & Retirement Specialist
Arizona
$114K -$700K -12,430 -86%
SWM
580
Spire Wealth Management
Virginia
$113K – – –
TCM
581
Tradewinds Capital Management
Washington
$113K +$116K +2,062 New
CP
582
Castleview Partners
Texas
$107K +$4.33K +77 +4%
T
583
Transce3nd
Texas
$105K +$109K +1,928 New
WT
584
Whittier Trust
California
$101K -$31K -550 -23%
HNB
585
Hilltop National Bank
Wyoming
$97.1K – – –
SPIA
586
Steward Partners Investment Advisory
New York
$88.5K +$3.6K +64 +4%
WTC
587
WhitTier Trust Company
Nevada
$84.2K – – –
WT
588
Washington Trust
Rhode Island
$81.5K +$83.9K +1,490 New
SIM
589
Synergy Investment Management
Florida
$78.8K +$81.1K +1,441 New
Q1WB
590
Quest 10 Wealth Builders
Virginia
$76.7K +$78.9K +1,402 New
VAG
591
VisionPoint Advisory Group
Texas
$69.4K +$71.6K +1,272 New
WWA
592
Wingate Wealth Advisors
Massachusetts
$69K +$71K +1,261 New
AIA
593
Armor Investment Advisors
North Carolina
$67.8K – – –
WP
594
WealthShield Partners
North Carolina
$67.2K +$281 +5 +0.4%
SAM
595
Smartleaf Asset Management
Massachusetts
$66.7K -$12.5K -222 -15%
SS
596
SBI Securities
Japan
$63.9K +$65.7K +1,168 New
CJ
597
Caitlin John
Michigan
$55.4K -$900 -16 -2%
CPL
598
Capital & Planning LLC
Georgia
$54.6K +$56.1K +997 New
PP
599
PrairieView Partners
Minnesota
$54K -$3.26K -58 -5%
CAM
600
Creekmur Asset Management
Illinois
$53.4K +$1.07K +19 +2%
22 23
24
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