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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Orgel Wealth Management
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 – – –
Belpointe Asset Management
682
Belpointe Asset Management
Nevada
$557K +$334K +696 +133%
Simon Quick Advisors
683
Simon Quick Advisors
New Jersey
$556K – – –
RGC
684
Roberts, Glore & Co
Illinois
$553K – – –
ST
685
Sentinel Trust
Texas
$549K -$112K -234 -16%
Independent Advisor Alliance
686
Independent Advisor Alliance
North Carolina
$548K – – –
AssetMark Inc
687
AssetMark Inc
California
$546K +$495K +1,032 +629%
Exencial Wealth Advisors
688
Exencial Wealth Advisors
Oklahoma
$546K -$43.1K -90 -7%
DSC
689
Duncker Streett & Co
Missouri
$546K – – –
D.A. Davidson & Co
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%
Western Wealth Management
694
Western Wealth Management
Colorado
$534K -$30.2K -63 -5%
Obermeyer Wealth Partners
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 – – –