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

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
576
BridgePort Financial Solutions
Iowa
$318K -$791 -13 -0.2%
RMDI
577
R.M. Davis Inc
Maine
$318K -$105K -1,725 -24%
OCM
578
Orion Capital Management
California
$315K – – –
IWB
579
Innovative Wealth Building
Maryland
$314K +$2.19K +36 +0.7%
AWM
580
Aureum Wealth Management
Florida
$308K +$317K +5,202 New
CWA
581
Canvas Wealth Advisors
Kansas
$308K -$7.61K -125 -2%
PW
582
Paladin Wealth
Minnesota
$307K +$42.9K +705 +16%
MAMG
583
Milestone Asset Management Group
Connecticut
$307K – – –
LA
584
Latitude Advisors
Florida
$306K -$2.74K -45 -0.9%
IF
585
Ironwood Financial
Arizona
$305K – – –
WCM
586
WLTH Capital Management
Arizona
$303K +$61 +1 +0%
CAL
587
Capital Advisors Ltd
Ohio
$302K – – –
TWA
588
Tandem Wealth Advisors
Arizona
$302K -$68.3K -1,122 -18%
BFA
589
Brown Financial Advisors
Ohio
$302K +$60K +985 +24%
CA
590
Continuum Advisory
Idaho
$301K -$3.04K -50 -1%
DI
591
Diligent Investors
California
$300K – – –
ZIM
592
Zacks Investment Management
Illinois
$299K +$26.1K +429 +9%
UWM
593
USAdvisors Wealth Management
Minnesota
$298K -$7.43K -122 -2%
AFA
594
Amicus Financial Advisors
Texas
$292K -$23.4K -384 -7%
SAS
595
SMI Advisory Services
Indiana
$292K -$135K -2,215 -31%
MWM
596
Mattern Wealth Management
Kansas
$291K – – –
PWA
597
PCG Wealth Advisors
Kansas
$290K +$3.71K +61 +1%
EWM
598
Empirical Wealth Management
Washington
$290K +$17.2K +282 +6%
EWA
599
EP Wealth Advisors
California
$288K +$296K +4,865 New
ORG
600
Optimist Retirement Group
Washington
$285K +$243 +4 +0.1%
22 23
24
25 26