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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
401
Whitegate Investment Counselors
New Hampshire
$2.47M – – –
CWMK
402
Caliber Wealth Management (Kansas)
Kansas
$2.44M -$92.7K -158 -4%
SJIM
403
St. Johns Investment Management
Florida
$2.43M -$3.52K -6 -0.1%
BCM
404
Becker Capital Management
Oregon
$2.42M +$411K +700 +21%
CC
405
Courier Capital
New York
$2.39M -$1.76K -3 -0.1%
BM
406
Berman McAleer
Maryland
$2.38M +$2.34M +3,990 New
SWGC
407
Summit Wealth Group (Colorado)
Colorado
$2.38M +$4.9M +8,346 New
TPW
408
Transatlantique Private Wealth
New York
$2.36M – – –
BFG
409
Baron Financial Group
New Jersey
$2.36M -$28.8K -49 -1%
KFGK
410
Keystone Financial Group (Kentucky)
Kentucky
$2.35M -$1.45M -2,468 -38%
LC
411
Lavaca Capital
Texas
$2.35M -$151K -258 -6%
FLP
412
Financial Life Planners
Arizona
$2.33M -$72.8K -124 -3%
PAS
413
PKS Advisory Services
New York
$2.33M -$110K -188 -5%
LA
414
LM Advisors
California
$2.32M +$610K +1,040 +37%
CA
415
Cambridge Advisors
Nebraska
$2.32M – – –
CIAS
416
Capital Investment Advisory Services
North Carolina
$2.32M -$42.8K -73 -2%
HH
417
Hilltop Holdings
Texas
$2.3M -$18.8K -32 -0.8%
IAIM
418
International Assets Investment Management
Florida
$2.29M – – –
CG
419
Caprock Group
Idaho
$2.28M +$2.25M +3,830 New
WIC
420
Woodmont Investment Counsel
Tennessee
$2.26M -$201K -342 -8%
RWP
421
Revolve Wealth Partners
New Jersey
$2.26M +$4.7K +8 +0.2%
RWP
422
RWA Wealth Partners
Massachusetts
$2.24M +$26.4K +45 +1%
IFS
423
Intelligent Financial Strategies
Minnesota
$2.24M – – –
VWM
424
Venturi Wealth Management
Texas
$2.23M – – –
CWM
425
ClientFirst Wealth Management
Arkansas
$2.23M – – –
15 16
17
18 19