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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
651
Paragon Capital Management (Colorado)
Colorado
$1.05M – – –
BJL
652
Brighton Jones LLC
Washington
$1.05M +$1.08M +1,697 New
SW
653
SteelPeak Wealth
California
$1.04M – – –
CCM
654
Cannon Capital Management
Utah
$1.04M -$272K -430 -20%
AWMI
655
Aegis Wealth Management (Iowa)
Iowa
$1.04M +$45K +71 +4%
DC
656
Darrow Company
Massachusetts
$1.04M – – –
USWIA
657
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.03M – – –
APP
658
Avantax Planning Partners
Iowa
$1.03M -$84.9K -134 -7%
LPT
659
Legacy Private Trust
Wisconsin
$1.03M – – –
JPG
660
Jordan Park Group
California
$1.03M – – –
FSAG
661
Financial Solutions Advisory Group
Illinois
$1.02M +$1.05M +1,657 New
FA
662
Fiduciary Alliance
South Carolina
$1.02M +$103K +163 +12%
ONST
663
Old North State Trust
North Carolina
$1.02M – – –
WPC
664
White Pine Capital
Minnesota
$1.02M -$104K -164 -9%
BFG
665
Berger Financial Group
Minnesota
$1.01M -$6.34K -10 -0.6%
BAAM
666
Baker Avenue Asset Management
California
$1M – – –
VDI
667
Vaughan David Investments
Illinois
$1M – – –
MAG
668
M3 Advisory Group
Massachusetts
$1,000K +$25.3K +40 +3%
AFG
669
Atomi Financial Group
New York
$999K +$42.5K +67 +4%
FPL
670
Fortress Private Ledger
North Carolina
$995K +$351K +554 +52%
SFG
671
Sovereign Financial Group
Connecticut
$991K -$3.17K -5 -0.3%
SB
672
SIG Brokerage
New York
$987K – – –
V
673
VeraBank
Texas
$987K – – –
HBFP
674
Henderson Brothers Financial Partners
Pennsylvania
$982K +$1.01M +1,592 New
BFA
675
Beacon Financial Advisory
Ohio
$980K +$1.9K +3 +0.2%
25 26
27
28 29