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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
576
Bradley Foster & Sargent
Connecticut
$869K – – –
MC
577
Moors & Cabot
Massachusetts
$867K -$54.2K -119 -6%
LSIA
578
LaSalle St. Investment Advisors
Illinois
$863K -$3.19K -7 -0.4%
LC
579
LCNB Corp
Ohio
$857K – – –
BWP
580
Baldwin Wealth Partners
Massachusetts
$851K -$2.28K -5 -0.3%
DIA
581
Dana Investment Advisors
Wisconsin
$847K +$455 +1 +0.1%
BFG
582
Bleakley Financial Group
New Jersey
$844K -$7.29K -16 -0.9%
HSA
583
HBK Sorce Advisory
Pennsylvania
$842K +$5.01K +11 +0.6%
JAG
584
Journey Advisory Group
Kentucky
$839K +$1.82K +4 +0.2%
CWC
585
Carolinas Wealth Consulting
North Carolina
$831K +$455 +1 +0.1%
FMWA
586
Forvis Mazars Wealth Advisors
Missouri
$827K – – –
LPT
587
Legacy Private Trust
Wisconsin
$818K +$19.6K +43 +3%
CIAS
588
Capital Investment Advisory Services
North Carolina
$818K +$502K +1,102 +182%
PPG
589
Peak Planning Group
Colorado
$816K +$97K +213 +14%
MKC
590
M. Kraus & Co
Vermont
$814K -$64.2K -141 -8%
AWA
591
Arkadios Wealth Advisors
Georgia
$804K +$1.37K +3 +0.2%
PCM
592
Parsons Capital Management
Rhode Island
$793K -$4.55K -10 -0.6%
SAM
593
Sawgrass Asset Management
Florida
$793K – – –
AA
594
Alesco Advisors
New York
$789K – – –
PBF
595
Petix & Botte Financial
California
$785K +$373K +820 +100%
AWM
596
Axxcess Wealth Management
California
$785K +$20.9K +46 +3%
AP
597
Adero Partners
California
$783K – – –
FBFS
598
First Business Financial Services
Wisconsin
$782K – – –
ONST
599
Old North State Trust
North Carolina
$775K +$76.5K +168 +12%
GCM
600
Gator Capital Management
Florida
$770K – – –
22 23
24
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