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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
626
Evoke Wealth
California
$548K – – –
LRIC
627
Long Road Investment Counsel
Michigan
$545K – – –
FAIM
628
Financial Advocates Investment Management
Washington
$542K -$23.7K -52 -4%
TAM
629
Trillium Asset Management
Massachusetts
$535K +$93.5K +205 +22%
OBGC
630
O'Brien Greene & Co
Pennsylvania
$534K -$67K -147 -12%
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$532K -$106K -232 -17%
BFS
632
Bickling Financial Services
Massachusetts
$524K +$57.9K +127 +13%
JRP
633
Jasper Ridge Partners
California
$521K – – –
TCWA
634
Ten Capital Wealth Advisors
Washington
$518K -$52K -114 -9%
ST
635
Sageworth Trust
Pennsylvania
$511K – – –
PMFA
636
Plante Moran Financial Advisors
Michigan
$505K +$8.21K +18 +2%
BW
637
Bison Wealth
Georgia
$502K – – –
PMG
638
ProVise Management Group
Florida
$501K – – –
SW
639
SteelPeak Wealth
California
$501K +$23.3K +51 +5%
KPWS
640
Kestra Private Wealth Services
Texas
$499K -$165K -362 -26%
FWP
641
FAS Wealth Partners
Kansas
$497K – – –
FPF
642
First Pacific Financial
Washington
$490K -$462K -1,013 -50%
PO
643
Private Ocean
California
$486K – – –
EWA
644
Exencial Wealth Advisors
Oklahoma
$483K – – –
OSNBOA
645
Old Second National Bank of Aurora
Illinois
$481K -$143K -313 -24%
22CM
646
20/20 Capital Management
California
$481K – – –
VBFG
647
Vishria Bird Financial Group
Tennessee
$477K – – –
SC
648
Savant Capital
Illinois
$476K -$84.4K -185 -16%
MAM
649
Marquette Asset Management
Minnesota
$476K – – –
RG
650
Rathbones Group
United Kingdom
$476K – – –
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