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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
426
WealthBridge Capital Management
Ohio
$2.24M +$99.5K +185 +5%
WIC
427
Whitegate Investment Counselors
New Hampshire
$2.22M – – –
KWM
428
Kingsview Wealth Management
Oregon
$2.22M +$13.4K +25 +0.6%
TPW
429
Transatlantique Private Wealth
New York
$2.21M -$2.69K -5 -0.1%
LWM
430
Lionsbridge Wealth Management
Florida
$2.2M -$904K -1,682 -29%
UB
431
UMB Bank
Missouri
$2.19M – – –
RWP
432
Revolve Wealth Partners
New Jersey
$2.16M – – –
CA
433
CoreCap Advisors
Michigan
$2.15M +$1.78M +3,318 +469%
HFW
434
Horizon Family Wealth
Illinois
$2.14M +$538 +1 +0%
NAS
435
Nicolet Advisory Services
Wisconsin
$2.12M +$3.23K +6 +0.2%
SIA
436
Soltis Investment Advisors
Utah
$2.12M -$5.92K -11 -0.3%
CIAS
437
Capital Investment Advisory Services
North Carolina
$2.12M +$719K +1,338 +51%
CS
438
Crescent Sterling
Louisiana
$2.09M +$75.3K +140 +4%
CA
439
Cambridge Advisors
Nebraska
$2.08M -$80.7K -150 -4%
WB
440
WesBanco Bank
West Virginia
$2.07M +$301K +559 +17%
IFS
441
Intelligent Financial Strategies
Minnesota
$2.07M – – –
AIFAIM
442
American Institute for Advanced Investment Management
Arizona
$2.06M – – –
EIA
443
Eldridge Investment Advisors
New Hampshire
$2.06M -$38.2K -71 -2%
CG
444
Caprock Group
Idaho
$2.05M -$1.61K -3 -0.1%
TPCW
445
TD Private Client Wealth
New York
$2.05M -$48.4K -90 -2%
LWA
446
Lowe Wealth Advisors
Maryland
$2.04M -$26.9K -50 -1%
PTC
447
Private Trust Company
Ohio
$2.04M -$593K -1,102 -22%
FFN
448
Focus Financial Network
Minnesota
$2.03M +$538 +1 +0%
NP
449
NorthRock Partners
Minnesota
$2.02M -$182K -338 -8%
ATFA
450
All Terrain Financial Advisors
Minnesota
$2.01M – – –
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