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

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
701
Tortoise Investment Management
New York
$4.98K +$4.9K +87 New
RF
702
Rossby Financial
Florida
$4.88K – – –
FWP
703
FAS Wealth Partners
Kansas
$4.69K – – –
1IA
704
1620 Investment Advisors
Massachusetts
$4.46K +$169 +3 +4%
CWA
705
Carolina Wealth Advisors
South Carolina
$4K – – –
WWM
706
Woodside Wealth Management
Massachusetts
$3.77K – – –
IWM
707
IMG Wealth Management
Florida
$3.6K -$1.35K -24 -28%
GIM
708
Glenmede Investment Management
Pennsylvania
$3.54K +$3.49K +62 New
MCA
709
Maryland Capital Advisors
Maryland
$3.15K – – –
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.09K – – –
TAM
711
Tucker Asset Management
Colorado
$2.57K -$1.47K -26 -37%
CB
712
Community Bank
New York
$2.57K – – –
SIS
713
Sound Income Strategies
Florida
$2.47K – – –
BBHC
714
Brown Brothers Harriman & Co
New York
$1.54K – – –
AIC
715
Archer Investment Corporation
Indiana
$1.37K – – –
CSC
716
Caldwell Sutter Capital
California
$1.37K – – –
RPCA
717
Running Point Capital Advisors
California
$1.31K – – –
FGA
718
Fortis Group Advisors
New Jersey
$1.14K – – –
Q1WB
719
Quest 10 Wealth Builders
Virginia
$1.09K +$732 +13 +217%
RIA
720
Realta Investment Advisors
Delaware
$1.03K – – –
BCM
721
Blume Capital Management
California
$858 +$845 +15 New
KHC
722
Koesten Hirschmann & Crabtree
Kansas
$801 – – –
HWA
723
Heritage Wealth Advisors
Virginia
$743 +$732 +13 New
EWM
724
EPG Wealth Management
Georgia
$572 +$563 +10 New
CVM
725
Cheviot Value Management
California
$518 -$338 -6 -40%
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