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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
676
OneAscent Financial Services
Alabama
$969K +$553K +873 +125%
ACA
677
Aptus Capital Advisors
Alabama
$969K -$10.1K -16 -1%
HIS
678
Harvest Investment Services
Illinois
$962K -$847K -1,336 -46%
BA
679
Bridgewater Advisors
New York
$958K – – –
CWM
680
Cornerstone Wealth Management
Missouri
$957K +$104K +164 +12%
SG
681
StoneX Group
New York
$956K +$424K +669 +76%
FIA
682
Foundations Investment Advisors
Arizona
$948K -$145K -229 -13%
CP
683
Clarendon Private
Massachusetts
$942K +$3.8K +6 +0.4%
PCP
684
Panoramic Capital Partners
Oregon
$941K +$61.5K +97 +7%
GWP
685
Gen-Wealth Partners
Michigan
$929K -$3.8K -6 -0.4%
WF
686
Warner Financial
Maryland
$928K +$634 +1 +0.1%
WTFG
687
Wood Tarver Financial Group
Idaho
$927K -$7.6K -12 -0.8%
RCS
688
Retirement Capital Strategies
California
$926K – – –
BMCM
689
Black Maple Capital Management
Wisconsin
$925K -$317K -500 -25%
VIM
690
Vista Investment Management
Pennsylvania
$921K – – –
GCM
691
Gambit Capital Management
Tennessee
$920K -$1.09M -1,716 -54%
PFA
692
Pure Financial Advisors
California
$920K -$13.3K -21 -1%
3AM
693
3EDGE Asset Management
Florida
$917K +$97K +153 +11%
GPI
694
General Partner Inc
Pennsylvania
$915K – – –
CBA
695
Coastal Bridge Advisors
Connecticut
$915K +$1.27K +2 +0.1%
FAT
696
First American Trust
California
$910K +$178K +281 +24%
KOC
697
Koss-Olinger Consulting
Florida
$908K -$207K -326 -18%
GCM
698
Gunpowder Capital Management
Maryland
$906K – – –
RCP
699
Rothschild Capital Partners
New York
$905K +$6.97K +11 +0.8%
SIC
700
Samalin Investment Counsel
New York
$904K +$40.6K +64 +5%
26 27
28
29 30