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

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
101
Financial Consulate
Maryland
$415K -$13.6K -417 -3%
SMC
102
Smith, Moore & Co
Missouri
$413K -$34.6K -1,062 -7%
DAS
103
Dynamic Advisor Solutions
Arizona
$413K +$418K +12,841 New
CCM
104
Condor Capital Management
New Jersey
$410K +$99.6K +3,058 +28%
CF
105
Centaurus Financial
California
$404K +$260K +8,000 +133%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$398K +$441K +13,538 New
WP
107
WealthPLAN Partners
Nebraska
$392K +$122K +3,757 +48%
LI
108
LVZ Inc
Michigan
$381K +$33K +1,013 +8%
LFS
109
Lutz Financial Services
Nebraska
$379K +$419K +12,877 New
KWM
110
Kingsview Wealth Management
Oregon
$340K +$147K +4,513 +64%
SW
111
SlateStone Wealth
Florida
$332K +$368K +11,288 New
MSAM
112
Moloney Securities Asset Management
Missouri
$320K -$1.16M -35,666 -77%
CS
113
Credit Suisse
Switzerland
$317K +$351K +10,785 New
BAM
114
Berkshire Asset Management
Pennsylvania
$314K +$83.9K +2,577 +32%
SFM
115
Signet Financial Management
New Jersey
$309K +$205K +6,284 +149%
UFF
116
USA Financial Formulas
Michigan
$297K +$268K +8,224 New
CIAS
117
Capital Investment Advisory Services
North Carolina
$292K -$512K -15,722 -61%
AFP
118
Ausdal Financial Partners
Iowa
$290K +$33.2K +1,020 +12%
AG
119
Advisor Group
Arizona
$289K +$234K +7,177 +274%
SHIM
120
Stone House Investment Management
Pennsylvania
$284K -$185K -5,678 -37%
PWM
121
Paulson Wealth Management
Illinois
$279K +$287K +8,804 New
AF
122
Advisornet Financial
Minnesota
$277K +$260K +7,999 +563%
AC
123
Avestar Capital
New York
$275K +$331K +10,152 New
AA
124
Alesco Advisors
New York
$268K +$296K +9,095 New
GC
125
Grimes & Company
Massachusetts
$253K +$280K +8,589 New
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5
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