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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
676
Orgel Wealth Management
Wisconsin
$569K -$69K -144 -10%
FH
677
FWG Holdings
Florida
$569K
NIM
678
Nicollet Investment Management
Minnesota
$567K +$6.23K +13 +1%
JWM
679
Jackson Wealth Management
Florida
$562K +$590K +1,231 New
LSA
680
L & S Advisors
California
$560K -$146K -305 -20%
PPW
681
Parcion Private Wealth
Washington
$559K
BAM
682
Belpointe Asset Management
Nevada
$557K +$334K +696 +133%
SQA
683
Simon Quick Advisors
New Jersey
$556K
RGC
684
Roberts, Glore & Co
Illinois
$553K
ST
685
Sentinel Trust
Texas
$549K -$112K -234 -16%
IAA
686
Independent Advisor Alliance
North Carolina
$548K
AssetMark Inc
687
AssetMark Inc
California
$546K +$495K +1,032 +629%
EWA
688
Exencial Wealth Advisors
Oklahoma
$546K -$43.1K -90 -7%
DSC
689
Duncker Streett & Co
Missouri
$546K
DADC
690
D.A. Davidson & Co
Montana
$545K -$2.49M -5,197 -81%
SBIA
691
Sheaff Brock Investment Advisors
Indiana
$544K
HWM
692
Hohimer Wealth Management
Washington
$540K -$24K -50 -4%
WP
693
WealthPLAN Partners
Nebraska
$536K +$1.92K +4 +0.3%
WWM
694
Western Wealth Management
Colorado
$534K -$30.2K -63 -5%
OWP
695
Obermeyer Wealth Partners
Colorado
$533K
KWM
696
Kaydan Wealth Management
Michigan
$530K -$5.75K -12 -1%
EWA
697
Encompass Wealth Advisors
Oregon
$530K
W
698
WorthPointe
California
$529K -$12.9K -27 -2%
BFM
699
Broadview Financial Management
Wisconsin
$525K +$1.92K +4 +0.3%
GAB
700
German American Bancorp
Indiana
$522K