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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
651
TrinityPoint Wealth
Connecticut
$894K +$36.9K +67 +4%
RFA
652
RTD Financial Advisors
Pennsylvania
$889K – – –
BCA
653
Bay Colony Advisors
Massachusetts
$886K +$9.92K +18 +1%
V
654
VeraBank
Texas
$880K – – –
BFG
655
Berger Financial Group
Minnesota
$879K +$236K +429 +38%
USWIA
656
UP Strategic Wealth Investment Advisors
Pennsylvania
$876K – – –
CFP
657
Cascade Financial Partners
California
$875K -$16.5K -30 -2%
AMM
658
American Money Management
California
$874K – – –
CSS
659
Cubist Systematic Strategies
Connecticut
$871K -$458K -831 -35%
VIM
660
Vista Investment Management
Pennsylvania
$861K – – –
RCS
661
Retirement Capital Strategies
California
$856K – – –
CCA
662
Carrera Capital Advisors
Michigan
$850K -$19.8K -36 -2%
BB
663
Bell Bank
North Dakota
$846K – – –
GPI
664
General Partner Inc
Pennsylvania
$845K – – –
PA
665
Procyon Advisors
Connecticut
$837K – – –
FFA
666
Farther Finance Advisors
California
$837K +$240K +435 +42%
PPG
667
Peak Planning Group
Colorado
$836K -$314K -570 -28%
MCM
668
MontVue Capital Management
Virginia
$833K -$63.4K -115 -7%
MWA
669
Midland Wealth Advisors
Illinois
$831K -$4.41K -8 -0.5%
OFG
670
Omega Financial Group
California
$829K -$35.8K -65 -4%
CWM
671
Cornerstone Wealth Management
Missouri
$828K -$11.6K -21 -1%
PBF
672
Petix & Botte Financial
California
$826K – – –
SCTC
673
Sanibel Captiva Trust Company
Florida
$824K +$191K +347 +32%
BWM
674
BigSur Wealth Management
Florida
$823K – – –
GC
675
Grimes & Company
Massachusetts
$821K +$2.2K +4 +0.3%
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