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

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
726
Brown, Lisle/Cummings
Rhode Island
$40.8K +$41.9K +689 New
WAS
727
Winch Advisory Services
Wisconsin
$38K +$122 +2 +0.3%
DF
728
Dunhill Financial
United Kingdom
$35.6K +$36.6K +601 New
EWA
729
EverSource Wealth Advisors
Alabama
$35.2K +$13.9K +228 +62%
OWA
730
Opal Wealth Advisors
New York
$33.6K +$34.6K +568 New
SN
731
Sittner & Nelson
Oregon
$33.5K – – –
GIA
732
GHP Investment Advisors
Colorado
$30.5K +$122 +2 +0.4%
RIA
733
Realta Investment Advisors
Delaware
$30.4K +$20.7K +340 +197%
LI
734
LRI Investments
Florida
$30.1K – – –
AG
735
AmeriFlex Group
Nevada
$29.4K – – –
BCWM
736
Bartlett & Co Wealth Management
Ohio
$29.2K – – –
CFP
737
Comprehensive Financial Planning
Pennsylvania
$28.8K +$20.8K +342 +96%
GSEP
738
Golden State Equity Partners
California
$28.6K +$29.4K +483 New
CFFP
739
Center for Financial Planning
Michigan
$28.5K -$1.95K -32 -6%
SHIM
740
Stone House Investment Management
Pennsylvania
$28.3K -$3.47K -57 -11%
GIL
741
Go Invest LLC
Utah
$27.5K +$61 +1 +0.2%
DWP
742
Destiny Wealth Partners
Florida
$27.3K +$28.1K +461 New
EP
743
Essential Partners
California
$25.3K – – –
SS
744
Sunbelt Securities
Texas
$25.2K – – –
BWM
745
Bernard Wealth Management
Michigan
$22.2K -$11.6K -190 -34%
C
746
Covestor
United Kingdom
$21K +$12.4K +203 +131%
TC
747
Trust Company
Kansas
$19.6K +$8.52K +140 +73%
RL
748
Rogco LP
Oklahoma
$18.8K +$19.4K +318 New
HIA
749
HFM Investment Advisors
New Jersey
$17.5K +$7.12K +117 +65%
HFS
750
Hantz Financial Services
Michigan
$17K -$4.81K -79 -21%
28 29
30
31 32