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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Cranbrook Wealth Management
Michigan
$13.4K +$13.2K +235 New
DRS
677
Deane Retirement Strategies
Louisiana
$11.5K +$11.3K +201 New
OC
678
Oakworth Capital
Alabama
$11.4K – – –
FMTCOCP
679
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
TWM
680
Topsail Wealth Management
North Carolina
$10.8K +$10.6K +189 New
CF
681
Collier Financial
Colorado
$9.72K +$9.58K +170 New
CMP
682
Coston McIsaac & Partners
Maine
$9K – – –
HIA
683
HFM Investment Advisors
New Jersey
$8.9K +$225 +4 +3%
BL
684
BFSG LLC
California
$7.89K +$732 +13 +10%
BFO
685
Biltmore Family Office
North Carolina
$7.78K – – –
CFG
686
Clayton Financial Group
Missouri
$7.49K +$7.38K +131 New
C
687
Covestor
United Kingdom
$7K +$338 +6 +5%
FC
688
Financial Consulate
Maryland
$6.75K +$6.65K +118 New
FFA
689
Frazier Financial Advisors
Ohio
$6.64K – – –
MPW
690
MASECO Private Wealth
$6.35K +$6.03K +107 +2,675%
VWM
691
Vermillion Wealth Management
Minnesota
$6.34K +$958 +17 +18%
CCM
692
Cloud Capital Management
Washington
$6K +$6.65K +118 New
RFG
693
REAP Financial Group
Texas
$5.89K – – –
IRC
694
Investors Research Corp
Georgia
$5.78K +$5.69K +101 New
CFO
695
CVA Family Office
Colorado
$5.72K +$5.63K +100 New
LWCFA
696
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.18K – – –
APW
697
Atlantic Private Wealth
North Carolina
$5.17K – – –
AGWCA
698
Annis Gardner Whiting Capital Advisors
Florida
$5.15K – – –
BIM
699
Breakwater Investment Management
Washington
$5.15K – – –
ADL
700
Asset Dedication LLC
California
$5.03K – – –
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