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

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
151
Edmonds Duncan Registered Investment Advisors
Kansas
$280K – – –
SFM
152
Signet Financial Management
New Jersey
$275K -$16.5K -491 -6%
MIM
153
Macroview Investment Management
Maryland
$274K -$94.3K -2,797 -26%
CWM
154
Cahaba Wealth Management
Georgia
$274K +$775 +23 +0.3%
WPC
155
White Pine Capital
Minnesota
$273K – – –
OPA
156
Old Port Advisors
Maine
$259K +$53.3K +1,582 +25%
WWM
157
Windsor Wealth Management
Indiana
$258K +$265K +7,858 New
CPIG
158
Chicago Partners Investment Group
Illinois
$256K -$148K -4,380 -37%
RIA
159
Regal Investment Advisors
Michigan
$253K -$7.31K -217 -3%
PAS
160
Park Avenue Securities
New York
$251K +$250K +7,418 New
LNC
161
Lincoln National Corp
Pennsylvania
$244K +$3.3K +98 +1%
CCA
162
Cobblestone Capital Advisors
New York
$235K – – –
MSA
163
Marino Stram & Associates
Massachusetts
$232K – – –
GWM
164
Geneos Wealth Management
Colorado
$229K +$60.7K +1,800 +36%
AWM
165
Altavista Wealth Management
North Carolina
$228K – – –
JIC
166
Johnson Investment Counsel
Ohio
$228K +$236 +7 +0.1%
SBH
167
Segall Bryant & Hamill
Illinois
$226K – – –
TCM
168
Telos Capital Management
California
$221K +$219K +6,511 New
JMPWA
169
JP Morgan Private Wealth Advisors
California
$219K -$1.72K -51 -0.8%
PWM
170
Paulson Wealth Management
Illinois
$206K -$2.97K -88 -1%
AMM
171
American Money Management
California
$204K -$74.7K -2,217 -27%
WP
172
WealthShield Partners
North Carolina
$191K +$133K +3,938 +232%
CFA
173
Carroll Financial Associates
North Carolina
$190K -$203K -6,009 -52%
GWAG
174
Garrett Wealth Advisory Group
Texas
$183K +$182K +5,404 New
GWA
175
Guidant Wealth Advisors
Illinois
$176K – – –
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