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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
651
Pettyjohn Wood & White
Virginia
$1.25M -$10K -15 -0.8%
GWS
652
Glassman Wealth Services
Virginia
$1.24M -$44.2K -66 -4%
BJL
653
Brighton Jones LLC
Washington
$1.24M +$41.5K +62 +4%
GCM
654
Gator Capital Management
Florida
$1.23M -$183K -273 -13%
AWMI
655
Aegis Wealth Management (Iowa)
Iowa
$1.23M +$41.5K +62 +4%
EWS
656
Evergreen Wealth Solutions
Pennsylvania
$1.23M +$550K +821 +91%
BWM
657
BigSur Wealth Management
Florida
$1.23M – – –
SW
658
SVB Wealth
Massachusetts
$1.23M -$83.7K -125 -7%
GAM
659
GEM Asset Management
Michigan
$1.22M -$590K -881 -34%
LA
660
Lynch & Associates
Indiana
$1.22M – – –
HI
661
Horizon Investments
North Carolina
$1.22M -$1.19M -1,770 -50%
PNC
662
Park National Corp
Ohio
$1.22M – – –
MP
663
Moment Partners
California
$1.22M – – –
SL
664
SFM LLC
New Hampshire
$1.22M -$24.1K -36 -2%
DAS
665
Dynamic Advisor Solutions
Arizona
$1.21M -$71.7K -107 -6%
RGC
666
Roberts, Glore & Co
Illinois
$1.21M -$10K -15 -0.9%
LRIC
667
Long Road Investment Counsel
Michigan
$1.21M -$87.1K -130 -7%
CA
668
Capital Advantage
California
$1.19M -$58.9K -88 -5%
TF
669
Trek Financial
Arizona
$1.19M +$678K +1,012 +149%
MIAS
670
Mason Investment Advisory Services
Virginia
$1.19M -$44.9K -67 -4%
SW
671
SteelPeak Wealth
California
$1.19M – – –
MC
672
Middleton & Co
Massachusetts
$1.19M -$443K -662 -28%
DC
673
Darrow Company
Massachusetts
$1.18M +$670 +1 +0.1%
BSA
674
Braun Stacey Associates
New York
$1.18M -$131K -195 -10%
LPT
675
Legacy Private Trust
Wisconsin
$1.17M – – –
25 26
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