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

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
201
Chemung Canal Trust
New York
$3.49M – – –
LWMI
202
Landmark Wealth Management (Illinois)
Illinois
$3.46M +$224K +3,979 +7%
SHJ
203
Sharkey, Howes & Javer
Colorado
$3.45M -$624K -11,076 -16%
GSWM
204
Golden State Wealth Management
California
$3.44M -$117K -2,081 -3%
AC
205
Addison Capital
Pennsylvania
$3.39M +$816K +14,489 +32%
KCAM
206
Kagan Cocozza Asset Management
New Jersey
$3.39M -$189K -3,359 -5%
CIAS
207
Capital Investment Advisory Services
North Carolina
$3.34M +$663K +11,777 +25%
GT
208
Greenleaf Trust
Michigan
$3.29M +$3.24M +57,519 New
LC
209
Luminist Capital
Michigan
$3.27M -$88.1K -1,564 -3%
PIA
210
Perennial Investment Advisors
California
$3.27M -$2.11M -37,492 -40%
IA
211
IFP Advisors
Florida
$3.25M -$399K -7,087 -11%
TCM
212
Tradewinds Capital Management
Washington
$3.22M +$152K +2,693 +5%
RPGK
213
Retirement Planning Group (Kansas)
Kansas
$3.13M -$46.5K -825 -1%
NAM
214
NorthCrest Asset Manangement
Minnesota
$3.09M +$71K +1,260 +2%
AI
215
Atria Investments
North Carolina
$3.09M +$7.44K +132 +0.2%
APC
216
Aspire Private Capital
North Carolina
$3.08M -$1.41K -25 -0%
AWM
217
Apollon Wealth Management
South Carolina
$3.07M +$1.91M +33,898 +171%
MAM
218
Madison Asset Management
Wisconsin
$3.03M +$255K +4,528 +9%
NC
219
NovaPoint Capital
Georgia
$3.03M +$74.8K +1,327 +3%
JCM
220
Jacobi Capital Management
Pennsylvania
$3.02M +$86K +1,526 +3%
CAG
221
Crestwood Advisors Group
Massachusetts
$3.02M +$66.3K +1,177 +2%
UAS
222
United Asset Strategies
New York
$3.01M -$26.1K -464 -0.9%
SAW
223
Signal Advisors Wealth
Michigan
$2.97M -$478K -8,492 -14%
W
224
Wealthquest
Ohio
$2.93M -$69.8K -1,239 -2%
DC
225
Destiny Capital
Colorado
$2.86M -$11K -196 -0.4%
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9
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