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

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
751
Collier Financial
Colorado
$46.6K – – –
WAS
752
Winch Advisory Services
Wisconsin
$46.2K +$2.64K +41 +6%
EWA
753
EverSource Wealth Advisors
Alabama
$41.7K +$1.54K +24 +4%
DF
754
Dunhill Financial
United Kingdom
$40.6K – – –
BWS
755
Buck Wealth Strategies
Colorado
$39.3K +$37.4K +581 New
SN
756
Sittner & Nelson
Oregon
$38.2K – – –
SW
757
StrongBox Wealth
Missouri
$37K +$35.2K +547 New
GIA
758
GHP Investment Advisors
Colorado
$34.9K +$64 +1 +0.2%
RIA
759
Realta Investment Advisors
Delaware
$34.7K – – –
LI
760
LRI Investments
Florida
$34.4K – – –
AG
761
AmeriFlex Group
Nevada
$33.5K – – –
CFFP
762
Center for Financial Planning
Michigan
$32.5K – – –
GIL
763
Go Invest LLC
Utah
$31.5K +$129 +2 +0.4%
BCWM
764
Bartlett & Co Wealth Management
Ohio
$31.1K – – –
EP
765
Essential Partners
California
$28.9K – – –
OAG
766
Oakmont Advisory Group
New Mexico
$26.5K +$25.3K +393 New
BWM
767
Bernard Wealth Management
Michigan
$25.7K +$322 +5 +1%
CFP
768
Comprehensive Financial Planning
Pennsylvania
$24.2K -$21.8K -339 -49%
TC
769
Trust Company
Kansas
$22.4K – – –
RL
770
Rogco LP
Oklahoma
$21.5K – – –
C
771
Covestor
United Kingdom
$21K -$3.47K -54 -15%
FB
772
First Bancorp
Maine
$20.3K +$19.4K +301 New
SHIM
773
Stone House Investment Management
Pennsylvania
$19.4K -$12.2K -190 -40%
CWM
774
Cranbrook Wealth Management
Michigan
$18.8K +$1.09K +17 +7%
MSG
775
Main Street Group
Virginia
$18.1K – – –
29 30
31
32 33