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

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
651
ForthRight Wealth Management
Georgia
$215K +$8.28K +136 +4%
NS
652
NBC Securities
Alabama
$210K – – –
GWAM
653
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K -$7.3K -120 -3%
SWGC
654
Summit Wealth Group (Colorado)
Colorado
$210K – – –
CAC
655
Certified Advisory Corp
Florida
$209K -$5.6K -92 -3%
UFA
656
Uptown Financial Advisors
Texas
$208K +$214K +3,513 New
AT
657
Arlington Trust
Alabama
$207K +$3.83K +63 +2%
AFTS
658
American Financial & Tax Strategies
New York
$206K -$974 -16 -0.5%
AWM
659
Accurate Wealth Management
Florida
$203K +$201K +3,295 New
MF
660
Montis Financial
Massachusetts
$203K +$209K +3,434 New
NP
661
Nilsine Partners
Colorado
$203K +$194K +3,180 New
S
662
SignatureFD
Georgia
$203K -$9.31K -153 -4%
ES
663
ETF Store
Kansas
$201K +$207K +3,400 New
SAM
664
Smartleaf Asset Management
Massachusetts
$196K +$30.6K +502 +17%
IAIM
665
International Assets Investment Management
Florida
$190K – – –
PFM
666
Phillips Financial Management
Indiana
$189K – – –
JFG
667
JDM Financial Group
Texas
$187K +$61 +1 +0%
NFSG
668
Newbridge Financial Services Group
Florida
$187K -$1.4K -23 -0.7%
BDPWM
669
Barnes Dennig Private Wealth Management
Ohio
$180K +$134K +2,209 +268%
SIA
670
Strategic Investment Advisors
Michigan
$179K +$184K +3,020 New
ATPW
671
Ashton Thomas Private Wealth
Arizona
$178K +$183K +3,003 New
AWM
672
Angeles Wealth Management
California
$159K +$163K +2,685 New
TCM
673
Triumph Capital Management
Colorado
$154K +$1.64K +27 +1%
SWP
674
Strategic Wealth Partners
Ohio
$153K -$1.89K -31 -1%
RPC
675
Rossmore Private Capital
Connecticut
$153K +$60.9K +1,000 +63%
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