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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
626
First Hawaiian Bank
Hawaii
$308K – – –
WP
627
WealthShield Partners
North Carolina
$304K – – –
BWM
628
Baystate Wealth Management
Massachusetts
$303K -$3.87K -11 -1%
OIA
629
OneDigital Investment Advisors
Kansas
$302K -$57K -162 -16%
HCMNY
630
Howard Capital Management (New York)
New York
$302K -$14.1K -40 -4%
TCM
631
Telos Capital Management
California
$300K -$1.76K -5 -0.6%
VWM
632
Venturi Wealth Management
Texas
$299K -$7.03K -20 -2%
ST
633
Smithfield Trust
Pennsylvania
$296K -$12.3K -35 -4%
TPCM
634
Three Peaks Capital Management
Colorado
$296K +$293K +834 New
GLA
635
Great Lakes Advisors
Illinois
$294K -$5.63K -16 -2%
CT
636
CPF Texas
Texas
$294K +$7.38K +21 +3%
S
637
SignatureFD
Georgia
$294K +$214K +610 +281%
TTWM
638
TCV Trust & Wealth Management
Virginia
$293K – – –
LIA
639
LS Investment Advisors
Michigan
$290K +$205K +584 +251%
ZB
640
Zions Bancorporation
Utah
$288K +$285K +811 New
SC
641
SouthState Corp
Florida
$286K -$250K -710 -47%
WSTAM
642
Wilbanks Smith & Thomas Asset Management
Virginia
$285K +$32K +91 +13%
BPC
643
Banque Pictet & Cie
Switzerland
$284K – – –
CK
644
Cohen Klingenstein
New York
$284K – – –
MHIC
645
Marble Harbor Investment Counsel
Massachusetts
$284K – – –
ACI
646
Alpha Cubed Investments
California
$283K +$10.2K +29 +4%
MA
647
Mutual Advisors
Nebraska
$283K +$280K +797 New
RG
648
Rikoon Group
New Mexico
$282K – – –
FMWA
649
Forvis Mazars Wealth Advisors
Missouri
$274K – – –
NWS
650
Newport Wealth Strategies
California
$272K – – –
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