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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
601
Cadence Bank
Mississippi
$926K – – –
AMCA
602
Arthur M. Cohen & Associates
Illinois
$924K +$929 +2 +0.1%
FMWA
603
Forvis Mazars Wealth Advisors
Missouri
$915K +$35.8K +77 +4%
VA
604
Valmark Advisers
Ohio
$909K +$64.5K +139 +8%
HCM
605
Howland Capital Management
Massachusetts
$905K -$46.4K -100 -5%
PCM
606
Parsons Capital Management
Rhode Island
$904K – – –
BWP
607
Baldwin Wealth Partners
Massachusetts
$902K – – –
DIA
608
Dana Investment Advisors
Wisconsin
$899K +$929 +2 +0.1%
JAG
609
Journey Advisory Group
Kentucky
$889K – – –
EWP
610
Elevation Wealth Partners
California
$888K – – –
CWC
611
Carolinas Wealth Consulting
North Carolina
$884K – – –
LA
612
Lynch & Associates
Indiana
$883K – – –
AP
613
Adero Partners
California
$880K +$46.4K +100 +6%
RA
614
RFG Advisory
Alabama
$876K -$290K -625 -27%
OMC
615
Old Mission Capital
Illinois
$873K -$501K -1,080 -39%
RT
616
Rockland Trust
Massachusetts
$869K -$131K -283 -14%
PPG
617
Peak Planning Group
Colorado
$866K -$11.6K -25 -1%
HPC
618
HM Payson & Co
Maine
$863K -$209K -451 -21%
MKC
619
M. Kraus & Co
Vermont
$863K – – –
MWA
620
Midland Wealth Advisors
Illinois
$851K +$779K +1,677 New
AWA
621
Arkadios Wealth Advisors
Georgia
$849K -$6.96K -15 -0.9%
LPT
622
Legacy Private Trust
Wisconsin
$845K – – –
V
623
ViaWealth
Kansas
$843K -$176K -379 -19%
SAM
624
Sawgrass Asset Management
Florida
$840K – – –
NRG
625
Nemes Rush Group
Michigan
$837K +$122K +262 +19%
23 24
25
26 27