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

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
651
Prostatis Group
Maryland
$249K +$237K +3,680 New
FWM
652
ForthRight Wealth Management
Georgia
$246K +$64 +1 +0%
SWM
653
Silverlake Wealth Management
Vermont
$246K -$45.9K -713 -16%
VF
654
Vestment Financial
Minnesota
$244K – – –
CFO
655
Callan Family Office
Pennsylvania
$243K +$232K +3,603 New
EWM
656
Evolution Wealth Management
Florida
$243K -$70.4K -1,094 -23%
NS
657
NBC Securities
Alabama
$240K – – –
GWAM
658
Guardian Wealth Advisors (Minnesota)
Minnesota
$240K – – –
SWGC
659
Summit Wealth Group (Colorado)
Colorado
$239K – – –
CAC
660
Certified Advisory Corp
Florida
$238K -$257 -4 -0.1%
UFA
661
Uptown Financial Advisors
Texas
$237K – – –
AT
662
Arlington Trust
Alabama
$236K – – –
BCM
663
Brookstone Capital Management
Illinois
$236K +$225K +3,499 New
AFTS
664
American Financial & Tax Strategies
New York
$235K +$64 +1 +0%
ES
665
ETF Store
Kansas
$234K +$4.57K +71 +2%
MF
666
Montis Financial
Massachusetts
$233K +$515 +8 +0.2%
CWMGP
667
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$232K -$23.2K -360 -9%
S
668
SignatureFD
Georgia
$231K -$257 -4 -0.1%
SAM
669
Smartleaf Asset Management
Massachusetts
$229K – – –
KA
670
KLCM Advisors
Wisconsin
$228K +$217K +3,377 New
PA
671
Procyon Advisors
Connecticut
$228K -$27.7K -430 -11%
KDA
672
Kraft Davis & Associates
Missouri
$227K +$2.57K +40 +1%
PAS
673
PKS Advisory Services
New York
$225K +$214K +3,331 New
MSFS
674
Main Street Financial Solutions
Pennsylvania
$223K +$212K +3,297 New
YIA
675
YHB Investment Advisors
Connecticut
$222K +$212K +3,293 New
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