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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
426
PKS Advisory Services
New York
$2.24M -$374K -658 -14%
LC
427
Lavaca Capital
Texas
$2.24M – – –
GWM
428
Geneos Wealth Management
Colorado
$2.23M +$2.2M +3,876 +1,275%
WIC
429
Whitegate Investment Counselors
New Hampshire
$2.21M – – –
BFG
430
Baron Financial Group
New Jersey
$2.2M -$13.1K -23 -0.6%
RWP
431
Revolve Wealth Partners
New Jersey
$2.14M -$2.84K -5 -0.1%
TPW
432
Transatlantique Private Wealth
New York
$2.13M -$25.5K -45 -1%
CG
433
Caprock Group
Idaho
$2.13M +$91.4K +161 +4%
CIAS
434
Capital Investment Advisory Services
North Carolina
$2.12M -$19.9K -35 -0.9%
SWP
435
Stratos Wealth Partners
Ohio
$2.1M +$11.4K +20 +0.5%
FTWA
436
Fifth Third Wealth Advisors
Ohio
$2.1M +$90.3K +159 +4%
CF
437
Centaurus Financial
California
$2.09M +$103K +182 +5%
CA
438
Cambridge Advisors
Nebraska
$2.07M – – –
AWF
439
Alpha Wealth Funds
Utah
$2.06M -$270K -475 -11%
ZIC
440
ZWJ Investment Counsel
Georgia
$2.06M -$195K -343 -8%
IFS
441
Intelligent Financial Strategies
Minnesota
$2.06M – – –
IAIM
442
International Assets Investment Management
Florida
$2.06M -$42K -74 -2%
AIFAIM
443
American Institute for Advanced Investment Management
Arizona
$2.05M – – –
KPWS
444
Kestra Private Wealth Services
Texas
$2M +$41.4K +73 +2%
VWM
445
Venturi Wealth Management
Texas
$2M +$43.7K +77 +2%
CWM
446
ClientFirst Wealth Management
Arkansas
$2M – – –
TWM
447
Topsail Wealth Management
North Carolina
$1.99M +$585K +1,030 +38%
ATFA
448
All Terrain Financial Advisors
Minnesota
$1.98M – – –
RWP
449
RWA Wealth Partners
Massachusetts
$1.98M -$458K -806 -18%
TPI
450
Trust Point Inc
Wisconsin
$1.98M -$2.84K -5 -0.1%
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