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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
551
Choate Investment Advisors
Massachusetts
$907K -$60.1K -129 -6%
SC
552
Scotia Capital
Ontario, Canada
$901K +$263K +564 +40%
EWP
553
Elevation Wealth Partners
California
$893K +$908K +1,948 New
BFA
554
Bill Few Associates
Pennsylvania
$892K – – –
WPIC
555
White Pine Investment Company
Michigan
$887K +$90K +193 +11%
LJAC
556
L.J. Altfest & Co
New York
$886K -$3.17M -6,809 -78%
EFS
557
Essex Financial Services
Connecticut
$885K -$8.39K -18 -0.9%
MC
558
Moors & Cabot
Massachusetts
$884K -$8.39K -18 -0.9%
LA
559
Lynch & Associates
Indiana
$884K – – –
MWM
560
Maltin Wealth Management
New Jersey
$878K +$2.8K +6 +0.3%
OFG
561
Omega Financial Group
California
$876K +$932 +2 +0.1%
TF
562
Tompkins Financial
New York
$873K – – –
PFO
563
Pathstone Family Office
New Jersey
$871K -$9.79K -21 -1%
PPW
564
Parcion Private Wealth
Washington
$871K – – –
HCM
565
Howland Capital Management
Massachusetts
$870K +$46.6K +100 +6%
PWG
566
Private Wealth Group
Florida
$865K – – –
PP
567
Prosperity Planning
Missouri
$861K -$14K -30 -2%
SWA
568
Stratos Wealth Advisors
Ohio
$845K +$31.2K +67 +4%
IFG
569
Independent Financial Group
California
$844K -$289K -620 -25%
MKC
570
M. Kraus & Co
Vermont
$844K -$10.7K -23 -1%
CB
571
Cadence Bank
Mississippi
$837K – – –
FFG
572
Frisch Financial Group
New York
$836K -$36.4K -78 -4%
FHC
573
First Heartland Consultants
Missouri
$832K +$176K +377 +26%
BFS
574
Bradley Foster & Sargent
Connecticut
$832K -$28.9K -62 -3%
AMCA
575
Arthur M. Cohen & Associates
Illinois
$830K +$932 +2 +0.1%
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