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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
551
Castle Rock Wealth Management
California
$1.26M +$40.8K +74 +3%
AFP
552
Alpha Financial Partners
Kentucky
$1.26M +$1.22M +2,216 New
EFG
553
Ehrlich Financial Group
California
$1.26M +$1.22M +2,216 New
FPGT
554
Financial Partners Group (Tennessee)
Tennessee
$1.26M +$22.6K +41 +2%
RFM
555
Royal Fund Management
Florida
$1.24M +$1.2M +2,170 New
9WM
556
9258 Wealth Management
Ohio
$1.23M – – –
RGC
557
Roberts, Glore & Co
Illinois
$1.22M +$531K +964 +82%
LJAC
558
L.J. Altfest & Co
New York
$1.22M +$60.1K +109 +5%
FFG
559
Frisch Financial Group
New York
$1.22M +$80.4K +146 +7%
LWM
560
Lyell Wealth Management
California
$1.21M -$44.1K -80 -4%
GVAG
561
Great Valley Advisor Group
Delaware
$1.21M +$1.1K +2 +0.1%
ACA
562
American Capital Advisory
Idaho
$1.2M +$51.8K +94 +5%
STA
563
Summit Trail Advisors
New York
$1.2M +$138K +250 +13%
FRA
564
Frank Rimerman Advisors
California
$1.2M – – –
GFP
565
Gryphon Financial Partners
Ohio
$1.2M -$2.75K -5 -0.2%
TFG
566
Taylor Financial Group
Virginia
$1.2M – – –
BAM
567
Belpointe Asset Management
Nevada
$1.2M -$2.22M -4,029 -66%
MAM
568
Milestone Asset Management
Pennsylvania
$1.2M +$706K +1,282 +157%
AAS
569
Ameritas Advisory Services
Nebraska
$1.19M -$257K -467 -18%
BOH
570
Bank of Hawaii
Hawaii
$1.19M – – –
APA
571
Astoria Portfolio Advisors
New York
$1.18M -$8.81K -16 -0.8%
SCM
572
SOL Capital Management
Maryland
$1.18M +$30.3K +55 +3%
GCP
573
GSA Capital Partners
United Kingdom
$1.17M +$1.13M +2,057 New
FFS
574
Founders Financial Securities
Maryland
$1.17M -$285K -518 -20%
APP
575
Avantax Planning Partners
Iowa
$1.17M -$306K -556 -21%
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