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

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
201
Landmark Wealth Management (Illinois)
Illinois
$3.08M +$164K +3,177 +6%
VAS
202
Vestmark Advisory Solutions
Massachusetts
$3.06M +$1.75M +33,969 +152%
RPGK
203
Retirement Planning Group (Kansas)
Kansas
$3.02M -$441K -8,572 -13%
FIBT
204
First International Bank & Trust
North Dakota
$2.97M -$1.3M -25,312 -32%
NAM
205
NorthCrest Asset Manangement
Minnesota
$2.96M +$1.22M +23,719 +81%
AI
206
Atria Investments
North Carolina
$2.93M +$740K +14,369 +36%
APC
207
Aspire Private Capital
North Carolina
$2.93M -$46.4K -901 -2%
TCM
208
Tradewinds Capital Management
Washington
$2.92M +$520K +10,097 +23%
JF
209
Jump Financial
Illinois
$2.91M +$2.76M +53,598 New
UAS
210
United Asset Strategies
New York
$2.89M -$307K -5,969 -10%
W
211
Wealthquest
Ohio
$2.86M -$1.09M -21,227 -29%
QCM
212
Quantinno Capital Management
New York
$2.84M -$284K -5,520 -10%
PFA
213
Pinnacle Family Advisors
Missouri
$2.82M +$2.67M +51,801 New
CAG
214
Crestwood Advisors Group
Massachusetts
$2.81M -$839K -16,282 -24%
NC
215
NovaPoint Capital
Georgia
$2.81M -$113K -2,193 -4%
JCM
216
Jacobi Capital Management
Pennsylvania
$2.79M +$444K +8,619 +20%
DC
217
Destiny Capital
Colorado
$2.73M +$51.1K +992 +2%
TIP
218
Tandem Investment Partners
New Jersey
$2.68M +$160K +3,115 +7%
RFG
219
Range Financial Group
Oregon
$2.68M -$109K -2,125 -4%
P
220
&Partners
Tennessee
$2.65M +$1.79M +34,689 +249%
NGA
221
Naples Global Advisors
Florida
$2.64M +$174K +3,370 +7%
MAM
222
Madison Asset Management
Wisconsin
$2.64M – – –
FF
223
Farrow Financial
Vermont
$2.63M +$15.8K +306 +0.6%
CF
224
Centaurus Financial
California
$2.6M +$54.6K +1,061 +2%
PWM
225
Power Wealth Management
Georgia
$2.59M +$107K +2,087 +5%
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