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

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
701
Asset Dedication LLC
California
$5.03K – – –
BWM
702
Bullock Wealth Management
Indiana
$5K – – –
TIM
703
Tortoise Investment Management
New York
$4.98K +$4.9K +87 New
RF
704
Rossby Financial
Florida
$4.88K – – –
FWP
705
FAS Wealth Partners
Kansas
$4.69K – – –
1IA
706
1620 Investment Advisors
Massachusetts
$4.46K +$169 +3 +4%
CWA
707
Carolina Wealth Advisors
South Carolina
$4K – – –
WWM
708
Woodside Wealth Management
Massachusetts
$3.77K – – –
IWM
709
IMG Wealth Management
Florida
$3.6K -$1.35K -24 -28%
GIM
710
Glenmede Investment Management
Pennsylvania
$3.54K +$3.49K +62 New
MCA
711
Maryland Capital Advisors
Maryland
$3.15K – – –
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.09K – – –
TAM
713
Tucker Asset Management
Colorado
$2.57K -$1.47K -26 -37%
CB
714
Community Bank
New York
$2.57K – – –
SIS
715
Sound Income Strategies
Florida
$2.47K – – –
BBHC
716
Brown Brothers Harriman & Co
New York
$1.54K – – –
AIC
717
Archer Investment Corporation
Indiana
$1.37K – – –
CSC
718
Caldwell Sutter Capital
California
$1.37K – – –
RPCA
719
Running Point Capital Advisors
California
$1.31K – – –
FGA
720
Fortis Group Advisors
New Jersey
$1.14K – – –
Q1WB
721
Quest 10 Wealth Builders
Virginia
$1.09K +$732 +13 +217%
RIA
722
Realta Investment Advisors
Delaware
$1.03K – – –
BCM
723
Blume Capital Management
California
$858 +$845 +15 New
KHC
724
Koesten Hirschmann & Crabtree
Kansas
$801 – – –
HWA
725
Heritage Wealth Advisors
Virginia
$743 +$732 +13 New
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