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

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Crewe Advisors
Utah
$50.7K – – –
RIL
752
Rothschild Investment LLC
Illinois
$49.6K +$129 +2 +0.3%
CTC
753
Central Trust Company
Missouri
$49.4K – – –
SIM
754
Synergy Investment Management
Florida
$48.1K +$64 +1 +0.1%
GI
755
GAMMA Investing
California
$47.7K – – –
CF
756
Collier Financial
Colorado
$46.6K – – –
WAS
757
Winch Advisory Services
Wisconsin
$46.2K +$2.64K +41 +6%
EWA
758
EverSource Wealth Advisors
Alabama
$41.7K +$1.54K +24 +4%
DF
759
Dunhill Financial
United Kingdom
$40.6K – – –
BWS
760
Buck Wealth Strategies
Colorado
$39.3K +$37.4K +581 New
SN
761
Sittner & Nelson
Oregon
$38.2K – – –
SW
762
StrongBox Wealth
Missouri
$37K +$35.2K +547 New
GIA
763
GHP Investment Advisors
Colorado
$34.9K +$64 +1 +0.2%
RIA
764
Realta Investment Advisors
Delaware
$34.7K – – –
LI
765
LRI Investments
Florida
$34.4K – – –
AG
766
AmeriFlex Group
Nevada
$33.5K – – –
CFFP
767
Center for Financial Planning
Michigan
$32.5K – – –
GIL
768
Go Invest LLC
Utah
$31.5K +$129 +2 +0.4%
BCWM
769
Bartlett & Co Wealth Management
Ohio
$31.1K – – –
EP
770
Essential Partners
California
$28.9K – – –
OAG
771
Oakmont Advisory Group
New Mexico
$26.5K +$25.3K +393 New
BWM
772
Bernard Wealth Management
Michigan
$25.7K +$322 +5 +1%
CFP
773
Comprehensive Financial Planning
Pennsylvania
$24.2K -$21.8K -339 -49%
TC
774
Trust Company
Kansas
$22.4K – – –
RL
775
Rogco LP
Oklahoma
$21.5K – – –
29 30
31
32 33