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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
576
SevenBridge Financial Group
Pennsylvania
$432K +$105K +300 +33%
CFGS
577
Concourse Financial Group Securities
Alabama
$427K -$106K -302 -20%
SBIA
578
Sheaff Brock Investment Advisors
Indiana
$424K -$3.84K -11 -0.9%
PCIA
579
Prime Capital Investment Advisors
Kansas
$424K – – –
AIM
580
Arcadia Investment Management
Michigan
$416K -$5.24K -15 -1%
CAM
581
Cresset Asset Management
Illinois
$415K -$191K -546 -32%
TP
582
Truvvo Partners
New York
$414K +$407K +1,165 New
BOS
583
Bingham Osborn & Scarborough
California
$413K – – –
EWF
584
Epstein & White Financial
California
$410K -$22K -63 -5%
VBFG
585
Vishria Bird Financial Group
Tennessee
$410K -$2.8K -8 -0.7%
BW
586
Bison Wealth
Georgia
$409K -$20.6K -59 -5%
PV
587
Private Vista
Illinois
$408K – – –
PMG
588
ProVise Management Group
Florida
$405K – – –
WWM
589
Western Wealth Management
Colorado
$404K -$5.24K -15 -1%
COI
590
Capital One Investing
Virginia
$402K -$88.4K -253 -18%
BP
591
BBR Partners
New York
$399K -$273K -780 -41%
AFS
592
Access Financial Services
Minnesota
$397K +$392K +1,121 New
SCM
593
Southport Capital Management
Tennessee
$394K – – –
CC
594
Cadinha & Co
Hawaii
$392K +$6.99K +20 +2%
WA1
595
Wimmer Associates 1
California
$390K -$77.9K -223 -17%
MMPW
596
Mitchell McLeod Pugh & Williams
Alabama
$388K -$26.6K -76 -6%
JRP
597
Jasper Ridge Partners
California
$388K – – –
NB
598
Nicolet Bankshares
Wisconsin
$386K -$32.5K -93 -8%
FWP
599
FAS Wealth Partners
Kansas
$380K -$32.5K -93 -8%
HIC
600
Holderness Investments Company
North Carolina
$376K +$38.4K +110 +12%
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