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

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
651
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K -$7.3K -120 -3%
SWGC
652
Summit Wealth Group (Colorado)
Colorado
$210K – – –
CAC
653
Certified Advisory Corp
Florida
$209K -$5.6K -92 -3%
UFA
654
Uptown Financial Advisors
Texas
$208K +$214K +3,513 New
AT
655
Arlington Trust
Alabama
$207K +$3.83K +63 +2%
AFTS
656
American Financial & Tax Strategies
New York
$206K -$974 -16 -0.5%
AWM
657
Accurate Wealth Management
Florida
$203K +$201K +3,295 New
MF
658
Montis Financial
Massachusetts
$203K +$209K +3,434 New
NP
659
Nilsine Partners
Colorado
$203K +$194K +3,180 New
S
660
SignatureFD
Georgia
$203K -$9.31K -153 -4%
ES
661
ETF Store
Kansas
$201K +$207K +3,400 New
SAM
662
Smartleaf Asset Management
Massachusetts
$196K +$30.6K +502 +17%
IAIM
663
International Assets Investment Management
Florida
$190K – – –
PFM
664
Phillips Financial Management
Indiana
$189K – – –
JFG
665
JDM Financial Group
Texas
$187K +$61 +1 +0%
NFSG
666
Newbridge Financial Services Group
Florida
$187K -$1.4K -23 -0.7%
BDPWM
667
Barnes Dennig Private Wealth Management
Ohio
$180K +$134K +2,209 +268%
SIA
668
Strategic Investment Advisors
Michigan
$179K +$184K +3,020 New
ATPW
669
Ashton Thomas Private Wealth
Arizona
$178K +$183K +3,003 New
AWM
670
Angeles Wealth Management
California
$159K +$163K +2,685 New
TCM
671
Triumph Capital Management
Colorado
$154K +$1.64K +27 +1%
SWP
672
Strategic Wealth Partners
Ohio
$153K -$1.89K -31 -1%
RPC
673
Rossmore Private Capital
Connecticut
$153K +$60.9K +1,000 +63%
FRA
674
Front Row Advisors
California
$148K – – –
RWPA
675
Richard W. Paul & Associates
Michigan
$144K -$4.87K -80 -3%
25 26
27
28 29