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

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
601
McIlrath & Eck
Washington
$4.59K – – –
FWP
602
FAS Wealth Partners
Kansas
$4.48K -$2.12K -40 -33%
PWA
603
Provenance Wealth Advisors
Florida
$3.94K +$3.81K +72 New
CWA
604
Carolina Wealth Advisors
South Carolina
$3.83K -$31.7K -600 -90%
CAS
605
Coppell Advisory Solutions
Texas
$3.82K – – –
W
606
WealthCollab
Washington
$3.34K +$3.23K +61 New
IHWM
607
Iron Horse Wealth Management
Iowa
$3.06K – – –
CTB
608
Country Trust Bank
Illinois
$2.35K +$2.27K +43 New
C
609
Covestor
United Kingdom
$2K +$317 +6 +25%
CA
610
Crewe Advisors
Utah
$1.97K +$1.9K +36 New
CJH
611
Christopher J. Hasenberg
Wisconsin
$1.95K – – –
S
612
Sachetta
Massachusetts
$1.9K – – –
BBHC
613
Brown Brothers Harriman & Co
New York
$1.48K +$1.43K +27 New
CSC
614
Caldwell Sutter Capital
California
$1.31K – – –
RPCA
615
Running Point Capital Advisors
California
$1.26K – – –
TFGT
616
TS Financial Group (TSFG)
Illinois
$1K +$1K +19 New
FCA
617
FinTrust Capital Advisors
South Carolina
$875 – – –
BIM
618
Breakwater Investment Management
Washington
$875 +$846 +16 New
MIM
619
Macroview Investment Management
Maryland
$686 – – –
AWM
620
Abound Wealth Management
Tennessee
$549 +$529 +10 New
ADL
621
Asset Dedication LLC
California
$329 +$317 +6 New
TAM
622
Tucker Asset Management
Colorado
$328 – – –
TIM
623
Tortoise Investment Management
New York
$219 +$212 +4 New
MWA
624
MFA Wealth Advisors
Pennsylvania
$23 – – –
OFS
625
OneAscent Financial Services
Alabama
– -$23.5M -458,833 Closed
22 23 24
25
26