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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
Perigon Wealth Management
California
$1.83M +$222K +502 +14%
RWP
402
Revolve Wealth Partners
New Jersey
$1.83M -$2.21K -5 -0.1%
1IA
403
1834 Investment Advisors
Wisconsin
$1.82M – – –
MFG
404
Merit Financial Group
Georgia
$1.82M -$34.9K -79 -2%
MGIA
405
Moneta Group Investment Advisors
Missouri
$1.81M -$23K -52 -1%
FA
406
Flagstar Advisors
New York
$1.81M +$2.21K +5 +0.1%
UB
407
UMB Bank
Missouri
$1.81M – – –
KTA
408
Keeley-Teton Advisors
Illinois
$1.8M -$57.9K -131 -3%
AI
409
Atria Investments
North Carolina
$1.8M -$2.06M -4,649 -53%
VWM
410
Venturi Wealth Management
Texas
$1.79M +$84K +190 +5%
PIM
411
Penobscot Investment Management
Massachusetts
$1.79M – – –
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.78M – – –
NP
413
NorthRock Partners
Minnesota
$1.77M -$257K -581 -13%
BFG
414
Barber Financial Group
Kansas
$1.76M +$276K +625 +19%
CWM
415
Compass Wealth Management
Connecticut
$1.74M +$1.73M +3,922 New
PFO
416
Pathstone Family Office
New Jersey
$1.73M -$442 -1 -0.1%
FFN
417
Focus Financial Network
Minnesota
$1.73M -$26.5K -60 -2%
DC
418
Darrow Company
Massachusetts
$1.72M -$29.2K -66 -2%
SFG
419
Sovereign Financial Group
Connecticut
$1.71M -$84.5K -191 -5%
LIM
420
Leavell Investment Management
Alabama
$1.71M -$19.5K -44 -1%
IFS
421
Intelligent Financial Strategies
Minnesota
$1.71M – – –
CG
422
Caprock Group
Idaho
$1.7M -$33.2K -75 -2%
OSNBOA
423
Old Second National Bank of Aurora
Illinois
$1.7M +$1.28M +2,899 +307%
BAM
424
Belpointe Asset Management
Nevada
$1.7M +$693K +1,568 +69%
DFG
425
Delta Financial Group
New Jersey
$1.7M +$1.69M +3,821 New
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