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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
5L
651
55I LLC
Massachusetts
$638K -$710K -1,396 -53%
SG
652
StoneX Group
New York
$636K -$1.42M -2,798 -70%
SFG
653
SevenBridge Financial Group
Pennsylvania
$630K – – –
PCA
654
Pallas Capital Advisors
Massachusetts
$627K -$551K -1,083 -45%
AWM
655
Altium Wealth Management
New York
$619K – – –
3AM
656
3EDGE Asset Management
Florida
$619K +$72.2K +142 +13%
GL
657
Graypoint LLC
New York
$612K -$6.11K -12 -1%
GSWM
658
Golden State Wealth Management
California
$608K – – –
JFA
659
JNBA Financial Advisors
Minnesota
$608K – – –
SPP
660
Single Point Partners
Massachusetts
$604K – – –
NDSI
661
Newman Dignan & Sheerar Inc
Rhode Island
$604K +$9.67K +19 +2%
SW
662
SteelPeak Wealth
California
$604K +$59.5K +117 +11%
KCM
663
Kanawha Capital Management
Virginia
$603K – – –
EWA
664
Encompass Wealth Advisors
Oregon
$601K – – –
EW
665
Evoke Wealth
California
$597K +$509 +1 +0.1%
SFS
666
Security Financial Services
Indiana
$597K +$587K +1,154 New
LRIC
667
Long Road Investment Counsel
Michigan
$593K – – –
EWM
668
Empirical Wealth Management
Washington
$588K +$25.4K +50 +5%
PSF
669
Pacific Sun Financial
California
$585K – – –
FA
670
Fagan Associates
New York
$578K – – –
BFS
671
Bickling Financial Services
Massachusetts
$576K +$1.02K +2 +0.2%
TAM
672
Trillium Asset Management
Massachusetts
$573K – – –
EWA
673
Exencial Wealth Advisors
Oklahoma
$572K – – –
MWPCG
674
Measured Wealth Private Client Group
New Hampshire
$569K -$338K -664 -38%
HPA
675
High Probability Advisors
New York
$567K +$21.4K +42 +4%
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