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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
476
Harvest Investment Services
Illinois
$1.79M +$825K +1,538 +95%
MCWS
477
McKinley Carter Wealth Services
West Virginia
$1.78M – – –
FF
478
Farrow Financial
Vermont
$1.76M -$84.3K -157 -5%
EFG
479
Embree Financial Group
Illinois
$1.76M +$2.15K +4 +0.1%
BFC
480
Blue Fin Capital
Rhode Island
$1.75M -$249K -464 -13%
DAS
481
Dynamic Advisor Solutions
Arizona
$1.74M -$66K -123 -4%
KLI
482
Kelman-Lazarov Inc
Tennessee
$1.73M -$23.1K -43 -1%
FCH
483
Freestone Capital Holdings
Washington
$1.73M -$14K -26 -0.8%
SRL
484
Scientech Research LLC
New Jersey
$1.72M +$1.2M +2,237 +278%
BMCM
485
Black Maple Capital Management
Wisconsin
$1.7M – – –
AAS
486
Ameritas Advisory Services
Nebraska
$1.7M +$166K +310 +12%
SW
487
SlateStone Wealth
Florida
$1.69M – – –
FMTC
488
Farmers & Merchants Trust Company
California
$1.68M – – –
TIA
489
Tiemann Investment Advisors
California
$1.66M -$93.9K -175 -6%
PSIWM
490
Paradigm Strategies in Wealth Management
Minnesota
$1.66M -$30.6K -57 -2%
RFC
491
Regions Financial Corp
Alabama
$1.64M -$31.1K -58 -2%
AG
492
AlTi Global
New York
$1.62M -$83.2K -155 -5%
LA
493
LM Advisors
California
$1.61M -$896K -1,670 -37%
FMWA
494
Forvis Mazars Wealth Advisors
Missouri
$1.6M +$206K +384 +16%
SWM
495
SK Wealth Management
Rhode Island
$1.58M +$4.83K +9 +0.3%
AIP
496
ARS Investment Partners
New York
$1.58M +$133K +248 +10%
XF
497
XML Financial
Maryland
$1.57M -$6.98K -13 -0.5%
HR
498
Hardy Reed
Mississippi
$1.57M – – –
EFA
499
Edge Financial Advisors
Illinois
$1.57M +$3.76K +7 +0.3%
FA
500
Fiducient Advisors
Illinois
$1.57M +$81.6K +152 +6%
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