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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
676
Kaydan Wealth Management
Michigan
$549K -$7.46K -16 -1%
PO
677
Private Ocean
California
$548K -$9.32K -20 -2%
CCMG
678
Clark Capital Management Group
Pennsylvania
$547K – – –
DSC
679
Duncker Streett & Co
Missouri
$547K -$36.8K -79 -6%
SBIA
680
Sheaff Brock Investment Advisors
Indiana
$546K – – –
W
681
WorthPointe
California
$543K – – –
NWMG
682
National Wealth Management Group
Ohio
$541K +$85.3K +183 +18%
WP
683
WealthPLAN Partners
Nebraska
$540K +$147K +315 +37%
SG
684
StoneX Group
New York
$538K +$152K +327 +39%
OWP
685
Obermeyer Wealth Partners
Colorado
$535K – – –
BFA
686
Bragg Financial Advisors
North Carolina
$534K -$11.2K -24 -2%
EWA
687
Encompass Wealth Advisors
Oregon
$532K – – –
SIC
688
Samalin Investment Counsel
New York
$527K -$4.66K -10 -0.9%
P
689
&Partners
Tennessee
$527K – – –
MC
690
Miramar Capital
Illinois
$524K -$93.2K -200 -15%
BFM
691
Broadview Financial Management
Wisconsin
$524K -$54.5K -117 -9%
GAB
692
German American Bancorp
Indiana
$524K – – –
KPWS
693
Kestra Private Wealth Services
Texas
$518K -$14K -30 -3%
FNBOO
694
First National Bank of Omaha
Nebraska
$518K – – –
WAS
695
Wealth Advisory Solutions
Indiana
$513K -$932K -2,000 -64%
NHT
696
New Hampshire Trust
New Hampshire
$513K – – –
TRIA
697
Trail Ridge Investment Advisors
Colorado
$511K -$241K -517 -32%
LT
698
Legacy Trust
Michigan
$510K +$23.3K +50 +5%
FCB
699
First County Bank
Connecticut
$509K -$497K -1,067 -49%
WC
700
Weil Company
California
$507K -$1.52M -3,252 -75%
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