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

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$254K +$254K +7,029 New
WP
102
WealthPLAN Partners
Nebraska
$250K +$281K +7,769 New
SBH
103
Segall Bryant & Hamill
Illinois
$242K – – –
DSC
104
Duncker Streett & Co
Missouri
$237K +$174K +4,816 +279%
AMCA
105
Arthur M. Cohen & Associates
Illinois
$236K – – –
CF
106
Centaurus Financial
California
$232K +$16.1K +446 +8%
ASN
107
Advisory Services Network
Georgia
$223K +$196K +5,412 +728%
SIAP
108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$222K +$222K +6,150 New
JIC
109
JRM Investment Counsel
Nebraska
$209K +$868 +24 +0.4%
CPIG
110
Chicago Partners Investment Group
Illinois
$207K +$7.85K +217 +3%
NA
111
NewEdge Advisors
Louisiana
$206K +$206K +5,702 New
KFA
112
Kays Financial Advisory
Georgia
$203K +$203K +5,611 New
BRC
113
Bell Rock Capital
Delaware
$195K +$44.5K +1,231 +29%
VDFA
114
Vickerman & Driscoll Financial Advisors
Washington
$173K +$21.1K +584 +14%
BAM
115
Belpointe Asset Management
Nevada
$171K +$171K +4,726 New
RMAM
116
Raab & Moskowitz Asset Management
New Jersey
$159K +$160K +4,421 New
SFM
117
Signet Financial Management
New Jersey
$152K +$2.24K +62 +1%
CAL
118
Capital Advisors Ltd
Ohio
$133K +$133K +3,687 New
WP
119
WealthShield Partners
North Carolina
$121K +$30.4K +841 +34%
QAM
120
QCI Asset Management
New York
$117K – – –
AWM
121
Avior Wealth Management
Nebraska
$106K +$6.37K +176 +6%
FRA
122
Front Row Advisors
California
$100K +$9.01K +249 +9%
IAS
123
INR Advisory Services
Pennsylvania
$99K +$45.3K +1,252 +84%
AG
124
Advisor Group
Arizona
$95K +$66.1K +1,828 +230%
MWPCG
125
Measured Wealth Private Client Group
New Hampshire
$71K +$71.4K +1,974 New
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