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

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
626
Vestment Financial
Minnesota
$223K – – –
FCIM
627
Fairview Capital Investment Management
California
$223K +$7.07K +123 +3%
WFS
628
WealthGarden F.S.
California
$222K +$209K +3,639 New
CWMGP
629
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$220K -$8.33K -145 -4%
MWM
630
Maripau Wealth Management
Indiana
$220K +$218K +3,801 New
SWM
631
SFG Wealth Management
Maryland
$219K +$217K +3,778 New
GFWA
632
Grey Fox Wealth Advisors
Delaware
$217K +$172 +3 +0.1%
MPW
633
Magnolia Private Wealth
Pennsylvania
$217K – – –
DAS
634
Diversify Advisory Services
Utah
$216K +$202K +3,516 New
DP
635
Denver PWM
Colorado
$215K – – –
C1AG
636
Client 1st Advisory Group
Florida
$213K – – –
GWAM
637
Guardian Wealth Advisors (Minnesota)
Minnesota
$212K -$3.45K -60 -2%
HWM
638
HB Wealth Management
Georgia
$212K – – –
CAC
639
Certified Advisory Corp
Florida
$209K +$208K +3,614 New
S
640
SignatureFD
Georgia
$207K +$6.72K +117 +3%
NS
641
NBC Securities
Alabama
$206K +$9.88K +172 +5%
SWGC
642
Summit Wealth Group (Colorado)
Colorado
$205K +$203K +3,538 New
PFA
643
Professional Financial Advisors
Nebraska
$204K +$202K +3,516 New
FWM
644
ForthRight Wealth Management
Georgia
$203K -$44.4K -773 -18%
AFTS
645
American Financial & Tax Strategies
New York
$203K +$201K +3,499 New
SI
646
Stephens Inc
Arkansas
$202K +$200K +3,489 New
MW
647
Maia Wealth
Colorado
$202K +$187K +3,258 New
AT
648
Arlington Trust
Alabama
$199K – – –
PFM
649
Phillips Financial Management
Indiana
$185K – – –
IAIM
650
International Assets Investment Management
Florida
$184K -$631K -10,988 -78%
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