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

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
676
Coston McIsaac & Partners
Maine
$9K – – –
HIA
677
HFM Investment Advisors
New Jersey
$8.29K -$206 -4 -3%
BA
678
Bellwether Advisors
Nebraska
$8.21K – – –
BFO
679
Biltmore Family Office
North Carolina
$7.4K +$7K +136 New
C
680
Covestor
United Kingdom
$7K +$4.43K +86 +221%
BL
681
BFSG LLC
California
$6.8K – – –
FFA
682
Frazier Financial Advisors
Ohio
$6.29K +$52 +1 +0.9%
RFG
683
REAP Financial Group
Texas
$5.6K – – –
VWM
684
Vermillion Wealth Management
Minnesota
$5.14K +$3.09K +60 +176%
AGWCA
685
Annis Gardner Whiting Capital Advisors
Florida
$4.89K – – –
BIM
686
Breakwater Investment Management
Washington
$4.89K – – –
APW
687
Atlantic Private Wealth
North Carolina
$4.89K – – –
LWCFA
688
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.89K – – –
ADL
689
Asset Dedication LLC
California
$4.79K +$618 +12 +16%
IWM
690
IMG Wealth Management
Florida
$4.73K +$1.24K +24 +38%
RF
691
Rossby Financial
Florida
$4.62K – – –
FWP
692
FAS Wealth Partners
Kansas
$4.46K -$567 -11 -12%
1IA
693
1620 Investment Advisors
Massachusetts
$4.08K +$3.86K +75 New
TAM
694
Tucker Asset Management
Colorado
$3.86K -$2.78K -54 -43%
CWA
695
Carolina Wealth Advisors
South Carolina
$3.81K – – –
WWM
696
Woodside Wealth Management
Massachusetts
$3.59K – – –
SHIM
697
Stone House Investment Management
Pennsylvania
$3.15K -$96.8K -1,879 -97%
MCA
698
Maryland Capital Advisors
Maryland
$2.99K -$10.6K -205 -79%
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.94K – – –
CB
700
Community Bank
New York
$2.44K +$2.32K +45 New
26 27
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