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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
601
Freedom Investment Management
Connecticut
$354K -$11.7K -32 -3%
FNBOO
602
First National Bank of Omaha
Nebraska
$353K – – –
TCM
603
Tradition Capital Management
New Jersey
$353K – – –
FI
604
FormulaFolio Investments
Michigan
$352K -$78.4K -214 -18%
SIM
605
Sigma Investment Management
Oregon
$352K – – –
BWA
606
Burt Wealth Advisors
Maryland
$350K – – –
LA
607
Leonetti & Associates
Illinois
$349K – – –
WP
608
WealthPLAN Partners
Nebraska
$347K +$44.7K +122 +13%
SC
609
SouthState Corp
Florida
$347K +$51.3K +140 +17%
BA
610
Baugh & Associates
Georgia
$346K -$18.7K -51 -5%
ME
611
McIlrath & Eck
Washington
$345K -$94.1K -257 -22%
OCM
612
One Capital Management
California
$345K – – –
RW
613
REDW Wealth
New Mexico
$345K +$732 +2 +0.2%
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$342K +$5.49K +15 +2%
BWA
615
BlueSky Wealth Advisors
North Carolina
$342K – – –
NSB
616
Norway Savings Bank
Maine
$340K -$9.16K -25 -3%
BFA
617
Bragg Financial Advisors
North Carolina
$340K – – –
PAM
618
Premier Asset Management
Illinois
$339K – – –
SFG
619
SevenBridge Financial Group
Pennsylvania
$337K – – –
GFP
620
Gryphon Financial Partners
Ohio
$333K – – –
BP
621
BBR Partners
New York
$333K +$331K +905 New
AIM
622
Avity Investment Management
Connecticut
$331K +$122K +332 +58%
OC
623
Oarsman Capital
Wisconsin
$328K -$9.16K -25 -3%
BPCA
624
Bank Pictet & Cie (Asia)
Singapore
$327K – – –
WPC
625
Waters Parkerson & Co
Louisiana
$327K – – –
23 24
25
26 27