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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
576
HBK Sorce Advisory
Pennsylvania
$710K +$335K +759 +75%
BSA
577
Braun Stacey Associates
New York
$708K -$27.4K -62 -3%
DIA
578
Dana Investment Advisors
Wisconsin
$708K +$442 +1 +0.1%
EAM
579
Evanson Asset Management
California
$707K +$2.21K +5 +0.3%
SPWM
580
Schrum Private Wealth Management
Florida
$704K – – –
CWC
581
Carolinas Wealth Consulting
North Carolina
$704K +$442 +1 +0.1%
TPW
582
Transatlantique Private Wealth
New York
$703K +$773K +1,750 New
WA
583
Wealth Alliance
New York
$695K -$560K -1,267 -42%
AP
584
Adero Partners
California
$693K – – –
AA
585
Alesco Advisors
New York
$690K -$6.63K -15 -0.9%
ALWM
586
Andrews Lucia Wealth Management
California
$688K +$442 +1 +0.1%
GCM
587
Gator Capital Management
Florida
$682K – – –
CWM
588
Cornerstone Wealth Management
Missouri
$679K -$4.42K -10 -0.6%
SAM
589
Sawgrass Asset Management
Florida
$679K – – –
HFP
590
Holistic Financial Partners
Indiana
$674K +$1.77K +4 +0.2%
FBFS
591
First Business Financial Services
Wisconsin
$674K +$7.13M +16,147 +937%
SC
592
Scotia Capital
Ontario, Canada
$670K -$23K -52 -3%
LPT
593
Legacy Private Trust
Wisconsin
$669K – – –
IA
594
IFP Advisors
Florida
$669K +$150K +340 +10%
BWP
595
Baldwin Wealth Partners
Massachusetts
$664K – – –
BBL
596
Beck Bode LLC
Massachusetts
$656K +$64.9K +147 +10%
OWM
597
Orgel Wealth Management
Wisconsin
$654K +$5.74K +13 +0.8%
PFA
598
Pettinga Financial Advisors
Indiana
$649K -$442 -1 -0.1%
TI
599
Truepoint Inc
Ohio
$649K – – –
JAG
600
Journey Advisory Group
Kentucky
$649K +$22.1K +50 +3%
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