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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
476
Aspiriant LLC
California
$1.71M – – –
PSIWM
477
Paradigm Strategies in Wealth Management
Minnesota
$1.71M +$1.55K +3 +0.1%
WA
478
Waverly Advisors
Alabama
$1.7M +$160K +309 +11%
APP
479
Avantax Planning Partners
Iowa
$1.7M +$40.9K +79 +3%
KPWS
480
Kestra Private Wealth Services
Texas
$1.7M -$42.5K -82 -3%
GAG
481
GM Advisory Group
New York
$1.69M – – –
AG
482
AlTi Global
New York
$1.67M +$80.3K +155 +5%
CS
483
Credit Suisse
Switzerland
$1.67M -$6.36M -12,278 -80%
FMTC
484
Farmers & Merchants Trust Company
California
$1.65M -$717K -1,385 -32%
MCM
485
Manchester Capital Management
Vermont
$1.63M – – –
XF
486
XML Financial
Maryland
$1.62M -$20.2K -39 -1%
BFC
487
Blue Fin Capital
Rhode Island
$1.62M +$208K +402 +16%
FSA
488
Financial Services Advisory
Maryland
$1.61M – – –
CFC
489
Coyle Financial Counsel
Illinois
$1.6M -$23.3K -45 -2%
PFT
490
Providence First Trust
Arizona
$1.58M – – –
WCM
491
Wunderlich Capital Managemnt
Tennessee
$1.55M -$168K -325 -10%
HR
492
Hardy Reed
Mississippi
$1.54M – – –
PS
493
Portfolio Strategies
New York
$1.54M +$1.44M +2,775 New
AFPL
494
Advus Financial Partners, LLC
Florida
$1.54M -$21.2K -41 -1%
OWA
495
ORBA Wealth Advisors
Illinois
$1.53M -$79.8K -154 -5%
EWA
496
EverSource Wealth Advisors
Alabama
$1.53M -$158K -305 -9%
HAC
497
Harbor Advisory Corp
New Hampshire
$1.53M – – –
EFA
498
Edge Financial Advisors
Illinois
$1.52M +$1.42M +2,737 New
OPCM
499
Osborne Partners Capital Management
California
$1.52M +$225K +434 +19%
SWP
500
Stratos Wealth Partners
Ohio
$1.49M -$20.7K -40 -1%
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