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

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
676
Fairvoy Private Wealth
Alabama
$218K +$208K +3,231 New
FCIM
677
Fairview Capital Investment Management
California
$218K -$39.8K -619 -16%
ZS
678
Zenith Solutions
Pennsylvania
$217K +$207K +3,217 New
NPT
679
National Philanthropic Trust
Pennsylvania
$217K +$207K +3,214 New
CAMG
680
CWA Asset Management Group
Florida
$217K +$207K +3,211 New
PFM
681
Phillips Financial Management
Indiana
$216K – – –
M
682
MATAURO
New York
$216K -$42.4K -659 -17%
NP
683
Nilsine Partners
Colorado
$215K – – –
RCWM
684
Red Crane Wealth Management
California
$213K +$203K +3,159 New
NFSG
685
Newbridge Financial Services Group
Florida
$213K +$515 +8 +0.3%
IAS
686
IMA Advisory Services
Colorado
$213K +$158K +2,455 +351%
IAIM
687
International Assets Investment Management
Florida
$213K – – –
HW
688
Hancock Whitney
Mississippi
$212K +$202K +3,137 New
ESB
689
Essex Savings Bank
Connecticut
$212K +$202K +3,134 New
JFG
690
JDM Financial Group
Texas
$212K -$1.8K -28 -0.9%
WOSD
691
WFA of San Diego
California
$211K -$70.1K -1,090 -26%
MW
692
Maia Wealth
Colorado
$208K +$198K +3,081 New
MOS
693
MGO One Seven
Ohio
$208K +$198K +3,076 New
QCM
694
QRG Capital Management
Illinois
$204K +$194K +3,023 New
CPA
695
Cardiff Park Advisors
California
$202K +$192K +2,987 New
KHC
696
Koesten Hirschmann & Crabtree
Kansas
$201K +$192K +2,978 New
HNH
697
Hopwood Nicholas Hunter
$200K +$191K +2,968 New
ATPW
698
Ashton Thomas Private Wealth
Arizona
$200K -$2.9K -45 -1%
AWM
699
Angeles Wealth Management
California
$181K – – –
TCM
700
Triumph Capital Management
Colorado
$177K +$1.03K +16 +0.6%
26 27
28
29 30