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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
451
Blueline Advisors
New Hampshire
$2.01M +$1.99M +3,324 New
CFA
452
CWS Financial Advisors
Michigan
$2M +$5.38K +9 +0.3%
CWMK
453
Caliber Wealth Management (Kansas)
Kansas
$1.97M -$502K -839 -20%
AG
454
AlTi Global
New York
$1.97M +$238K +398 +14%
GAM
455
Gould Asset Management
California
$1.96M -$17.9K -30 -0.9%
IAN
456
Integrated Advisors Network
Texas
$1.94M +$43.7K +73 +2%
GCM
457
Gambit Capital Management
Tennessee
$1.93M +$1.92M +3,207 New
GP
458
Gridiron Partners
Pennsylvania
$1.91M – – –
VA
459
Valmark Advisers
Ohio
$1.89M +$34.1K +57 +2%
AL
460
Aspiriant LLC
California
$1.88M -$58.6K -98 -3%
MF
461
Meridian Financial
Massachusetts
$1.88M -$37.7K -63 -2%
MCWS
462
McKinley Carter Wealth Services
West Virginia
$1.88M – – –
SCM
463
Sollinda Capital Management
Florida
$1.87M +$1.86M +3,107 New
KLI
464
Kelman-Lazarov Inc
Tennessee
$1.86M -$14.4K -24 -0.8%
JKA
465
Jones Kertz & Associates
Minnesota
$1.86M +$1.84M +3,079 New
AWF
466
Alpha Wealth Funds
Utah
$1.83M +$1.79K +3 +0.1%
BEC
467
Blue Edge Capital
Virginia
$1.8M -$4.59M -7,673 -72%
IF
468
Intrua Financial
Texas
$1.79M +$1.78M +2,970 New
FMTC
469
Farmers & Merchants Trust Company
California
$1.78M – – –
TIA
470
Tiemann Investment Advisors
California
$1.77M – – –
PSIWM
471
Paradigm Strategies in Wealth Management
Minnesota
$1.77M +$1.2K +2 +0.1%
BCA
472
Bitterroot Capital Advisors
Montana
$1.77M +$1.75M +2,929 New
NB
473
Northwest Bancshares
Pennsylvania
$1.76M -$23.9K -40 -1%
RFC
474
Regions Financial Corp
Alabama
$1.75M – – –
HIS
475
Harvest Investment Services
Illinois
$1.75M -$114K -191 -6%
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