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

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
776
CVA Family Office
Colorado
$5.92K – – –
LWCFA
777
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.56K – – –
APW
778
Atlantic Private Wealth
North Carolina
$5.38K – – –
AGWCA
779
Annis Gardner Whiting Capital Advisors
Florida
$5.33K – – –
BIM
780
Breakwater Investment Management
Washington
$5.33K – – –
ADL
781
Asset Dedication LLC
California
$5.21K – – –
MWA
782
Merkkuri Wealth Advisors
New York
$4.96K +$5.11K +84 New
FWP
783
FAS Wealth Partners
Kansas
$4.86K – – –
KFG
784
Kingdom Financial Group
Arizona
$4.64K -$13.4K -220 -74%
LAS
785
Lloyd Advisory Services
Georgia
$4.64K +$4.75K +78 New
IWM
786
IMG Wealth Management
Florida
$4.32K – – –
PP
787
Pacifica Partners
Canada
$4.2K +$4.32K +71 New
CWA
788
Carolina Wealth Advisors
South Carolina
$4.14K – – –
SIS
789
Sound Income Strategies
Florida
$4.04K +$1.52K +25 +58%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.2K – – –
TSMHT
791
Thurston Springer Miller Herd & Titak
Indiana
$3.08K – – –
FAI
792
Fiduciary Advisors Inc
Missouri
$2.67K – – –
CB
793
Community Bank
New York
$2.66K – – –
AIC
794
Archer Investment Corporation
Indiana
$1.78K +$365 +6 +25%
BBHC
795
Brown Brothers Harriman & Co
New York
$1.6K – – –
CWM
796
Copia Wealth Management
Oregon
$1.6K +$1.64K +27 New
PF
797
PlanVest Financial
Maryland
$1.6K +$1.64K +27 New
SWM
798
SHP Wealth Management
Massachusetts
$1.3K – – –
FGA
799
Fortis Group Advisors
New Jersey
$1.18K – – –
TC
800
Truvestments Capital
Florida
$1.13K +$1.16K +19 New
30 31
32
33 34