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

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
801
BFSG LLC
California
$8.45K – – –
CSPIA
802
Cary Street Partners Investment Advisory
Virginia
$8.31K -$3.73K -58 -32%
FC
803
Financial Consulate
Maryland
$7.97K – – –
FFA
804
Frazier Financial Advisors
Ohio
$7.92K – – –
MPW
805
MASECO Private Wealth
$7.23K – – –
1IA
806
1620 Investment Advisors
Massachusetts
$7.09K – – –
RFG
807
REAP Financial Group
Texas
$6.96K – – –
TAM
808
Tucker Asset Management
Colorado
$6.82K – – –
CFO
809
CVA Family Office
Colorado
$6.76K – – –
APW
810
Atlantic Private Wealth
North Carolina
$6.16K – – –
BIM
811
Breakwater Investment Management
Washington
$6.08K – – –
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.08K – – –
ADL
813
Asset Dedication LLC
California
$5.95K – – –
BWM
814
Bullock Wealth Management
Indiana
$5.84K – – –
FWP
815
FAS Wealth Partners
Kansas
$5.54K – – –
SVWA
816
Sarver Vrooman Wealth Advisors
Missouri
$5.32K +$5.08K +79 New
IWM
817
IMG Wealth Management
Florida
$4.93K – – –
PP
818
Pacifica Partners
Canada
$4.75K – – –
CWA
819
Carolina Wealth Advisors
South Carolina
$4.73K – – –
FF
820
Frankly Finances
Florida
$4.59K +$4.38K +68 New
MCA
821
Maryland Capital Advisors
Maryland
$3.72K +$3.54K +55 New
JFGIW
822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.65K – – –
TSMHT
823
Thurston Springer Miller Herd & Titak
Indiana
$3.51K – – –
APFP
824
Action Point Financial Planning
Michigan
$3.51K +$3.35K +52 New
FAI
825
Fiduciary Advisors Inc
Missouri
$3.06K – – –
31 32
33
34 35