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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Bragg Financial Advisors
626
Bragg Financial Advisors
North Carolina
$566K +$249K +505 +78%
EW
627
Evoke Wealth
California
$565K – – –
NDSI
628
Newman Dignan & Sheerar Inc
Rhode Island
$564K -$3.95K -8 -0.7%
LRIC
629
Long Road Investment Counsel
Michigan
$562K – – –
FWP
630
FAS Wealth Partners
Kansas
$562K +$49.3K +100 +10%
Geneos Wealth Management
631
Geneos Wealth Management
Colorado
$561K -$344K -697 -38%
FEM
632
Fulcrum Equity Management
Texas
$558K +$100K +203 +22%
FA
633
Fagan Associates
New York
$555K -$24.7K -50 -4%
Trillium Asset Management
634
Trillium Asset Management
Massachusetts
$552K – – –
OBGC
635
O'Brien Greene & Co
Pennsylvania
$551K – – –
BHWM
636
Bar Harbor Wealth Management
New Hampshire
$549K – – –
BFS
637
Bickling Financial Services
Massachusetts
$545K +$4.44K +9 +0.8%
Jasper Ridge Partners
638
Jasper Ridge Partners
California
$538K – – –
PMFA
639
Plante Moran Financial Advisors
Michigan
$535K +$13.8K +28 +3%
55I LLC
640
55I LLC
Massachusetts
$532K +$170K +344 +47%
Kestra Private Wealth Services
641
Kestra Private Wealth Services
Texas
$531K +$16.3K +33 +3%
Sageworth Trust
642
Sageworth Trust
Pennsylvania
$527K – – –
FPF
643
First Pacific Financial
Washington
$527K +$21.7K +44 +4%
PMG
644
ProVise Management Group
Florida
$517K – – –
CA
645
Cortland Associates
Missouri
$516K +$83.9K +170 +19%
SteelPeak Wealth
646
SteelPeak Wealth
California
$515K -$1.48K -3 -0.3%
Select Equity Group
647
Select Equity Group
New York
$511K -$3.63M -7,369 -88%
EP
648
Edgestream Partners
New Jersey
$506K +$508K +1,030 New
PTP
649
Platform Technology Partners
New York
$505K +$508K +1,029 New
RCAG
650
Rehmann Capital Advisory Group
Michigan
$503K -$4.94M -10,007 -91%