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

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$7.14M +$114K +2,682 +1%
DJSG
52
D.J. St. Germain
Massachusetts
$7.11M – – –
TFA
53
TPG Financial Advisors
Oregon
$6.75M +$151K +3,568 +2%
V
54
Veritable
Delaware
$6.73M +$430K +10,130 +6%
B
55
Bridgeworth
Alabama
$6.54M +$7.19M +169,556 New
MHWM
56
Montz Harcus Wealth Management
Louisiana
$6.5M +$117K +2,767 +2%
WI
57
WrapManager Inc
California
$6.14M -$50.2K -1,183 -0.7%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$6.08M +$689K +16,253 +11%
AF
59
Allworth Financial
California
$6.03M -$128K -3,023 -2%
MIAN
60
Mariner Independent Advisor Network
Kansas
$5.77M -$574K -13,525 -8%
SWP
61
Stratos Wealth Partners
Ohio
$5.68M -$349K -8,222 -5%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$5.65M +$154K +3,623 +3%
EWM
63
Executive Wealth Management
Michigan
$5.49M +$233K +5,485 New
KW
64
KWB Wealth
California
$5.35M -$63.1K -1,489 -1%
WA
65
WBH Advisory
Maryland
$5.32M +$50.1K +1,181 +0.9%
VCM
66
Vivaldi Capital Management
Illinois
$5.25M -$113K -2,659 -2%
AWA
67
ARQ Wealth Advisors
Arizona
$5.24M +$136K +3,218 +2%
W
68
Wealthquest
Ohio
$5.21M +$2.95M +69,606 +106%
GRP
69
Global Retirement Partners
California
$5.14M +$1.09M +25,635 +27%
PA
70
PSI Advisors
Florida
$5.11M +$1.05M +24,675 +23%
CAL
71
Capital Analysts LLC
Pennsylvania
$4.97M +$164K +3,870 +3%
IWP
72
IAG Wealth Partners
Wisconsin
$4.87M +$132K +3,124 +3%
TRCT
73
Tower Research Capital (TRC)
New York
$4.71M +$4.91M +115,859 +1,870%
FAIM
74
Financial Advocates Investment Management
Washington
$4.6M -$504K -11,888 -9%
IWM
75
IHT Wealth Management
Illinois
$4.37M -$67.8K -1,599 -1%
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