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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
551
Petix & Botte Financial
California
$891K +$437K +898 +98%
FBFS
552
First Business Financial Services
Wisconsin
$887K – – –
DADC
553
D.A. Davidson & Co
Montana
$886K -$39.9K -82 -4%
ALWM
554
Andrews Lucia Wealth Management
California
$886K +$74.9K +154 +10%
PCM
555
Parsons Capital Management
Rhode Island
$882K -$260K -535 -23%
ZB
556
Zions Bancorporation
Utah
$882K – – –
TDC
557
Thompson Davis & Co
Virginia
$877K +$32.6K +67 +4%
NCM
558
NCM Capital Management
New Jersey
$877K +$34.1K +70 +4%
GA
559
GFS Advisors
Texas
$867K -$7.3K -15 -0.8%
DIA
560
Dana Investment Advisors
Wisconsin
$864K +$973 +2 +0.1%
AA
561
Alesco Advisors
New York
$860K -$2.43K -5 -0.3%
TVAMP
562
Tennessee Valley Asset Management Partners
Tennessee
$860K +$28.7K +59 +3%
EAM
563
Evanson Asset Management
California
$859K +$2.43K +5 +0.3%
CWC
564
Carolinas Wealth Consulting
North Carolina
$857K +$487 +1 +0.1%
SPWM
565
Schrum Private Wealth Management
Florida
$855K – – –
CBN
566
Cadence Bank NA
Texas
$842K – – –
PFA
567
Pettinga Financial Advisors
Indiana
$842K +$97.3K +200 +13%
CWM
568
Cornerstone Wealth Management
Missouri
$837K -$7.78K -16 -0.9%
GCM
569
Gator Capital Management
Florida
$832K – – –
SAM
570
Sawgrass Asset Management
Florida
$832K +$826K +1,697 New
LA
571
Lynch & Associates
Indiana
$829K – – –
HFP
572
Holistic Financial Partners
Indiana
$819K – – –
LPT
573
Legacy Private Trust
Wisconsin
$817K -$14.6K -30 -2%
TPCW
574
TD Private Client Wealth
New York
$814K +$191K +392 +31%
MAM
575
Meeder Asset Management
Ohio
$812K +$23.4K +48 +3%
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