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

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
176
Gladstone Institutional Advisory
Florida
$1.72M +$84.7K +1,842 +5%
NGA
177
Naples Global Advisors
Florida
$1.7M – – –
CGA
178
Crescent Grove Advisors
Illinois
$1.69M +$19.5K +425 +1%
CPIG
179
Chicago Partners Investment Group
Illinois
$1.65M +$339K +7,370 +23%
PFG
180
PAX Financial Group
Texas
$1.62M -$32.9K -716 -2%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.59M -$297K -6,470 -15%
FEG
182
Financial Enhancement Group
Indiana
$1.59M +$1.01K +22 +0.1%
KLI
183
Kelman-Lazarov Inc
Tennessee
$1.58M +$149K +3,250 +10%
CCFCSB
184
Cape Cod Five Cents Savings Bank
Massachusetts
$1.55M +$813K +17,676 +100%
OC
185
Oarsman Capital
Wisconsin
$1.54M +$319K +6,944 +25%
BTWM
186
Baker Tilly Wealth Management
Wisconsin
$1.49M -$20.1K -438 -1%
IA
187
IFP Advisors
Florida
$1.47M +$113K +2,468 +8%
PVI
188
Pine Valley Investments
New Jersey
$1.47M -$690 -15 -0%
PIA
189
Perennial Investment Advisors
California
$1.42M -$3.17K -69 -0.2%
UWM
190
USAdvisors Wealth Management
Minnesota
$1.4M -$26.6K -579 -2%
BIP
191
Blueprint Investment Partners
North Carolina
$1.39M +$177K +3,844 +14%
SWA
192
Stratos Wealth Advisors
Ohio
$1.39M -$16.6K -361 -1%
BCI
193
Brinker Capital Investments
Pennsylvania
$1.34M -$678K -14,753 -33%
OPS
194
Orion Portfolio Solutions
Nebraska
$1.34M -$678K -14,753 -33%
LNC
195
Lincoln National Corp
Pennsylvania
$1.31M +$149K +3,241 +12%
WWA
196
WCG Wealth Advisors
Nevada
$1.31M +$574K +12,483 +71%
HGERS
197
Householder Group Estate & Retirement Specialist
Arizona
$1.28M +$1.34M +29,207 New
JCM
198
Jacobi Capital Management
Pennsylvania
$1.23M +$12K +260 +0.9%
RC
199
Roundview Capital
New Jersey
$1.23M -$65.2K -1,418 -5%
MF
200
Meridian Financial
Massachusetts
$1.18M +$58.7K +1,276 +5%
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