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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
626
FAS Wealth Partners
Kansas
$438K – – –
CAL
627
Capital Advisors Ltd
Ohio
$435K +$110K +286 +37%
RCAG
628
Rehmann Capital Advisory Group
Michigan
$432K -$3.84M -9,972 -91%
PO
629
Private Ocean
California
$429K -$7.32K -19 -2%
EWA
630
Exencial Wealth Advisors
Oklahoma
$426K -$34.7K -90 -8%
SW
631
SteelPeak Wealth
California
$421K +$7.7K +20 +2%
HA
632
Harborview Advisors
Maine
$420K – – –
MAM
633
Marquette Asset Management
Minnesota
$420K – – –
RG
634
Rathbones Group
United Kingdom
$420K – – –
VBFG
635
Vishria Bird Financial Group
Tennessee
$420K – – –
WOSD
636
WFA of San Diego
California
$419K +$30.8K +80 New
RBC
637
Roble Belko & Company
Pennsylvania
$417K – – –
PAM
638
Premier Asset Management
Illinois
$416K – – –
QPWM
639
Quadrant Private Wealth Management
Pennsylvania
$415K -$9.24K -24 -2%
NSAM
640
North Star Asset Management
Wisconsin
$412K – – –
BFS
641
Bickling Financial Services
Massachusetts
$409K +$375K +974 New
RWA
642
River Wealth Advisors
Pennsylvania
$408K – – –
BWA
643
BlueSky Wealth Advisors
North Carolina
$404K – – –
NEIRG
644
New England Investment & Retirement Group
Massachusetts
$403K – – –
PCIA
645
Prime Capital Investment Advisors
Kansas
$401K -$92.4K -240 -20%
EWM
646
Empirical Wealth Management
Washington
$397K -$3.85K -10 -1%
HH
647
Hilltop Holdings
Texas
$397K +$364K +946 New
SC
648
SouthState Corp
Florida
$395K +$23.1K +60 +7%
LSA
649
L & S Advisors
California
$394K -$25.8K -67 -7%
MMPW
650
Mitchell McLeod Pugh & Williams
Alabama
$392K +$385 +1 +0.1%
24 25
26
27 28