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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
701
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.08M – – –
CP
702
Clarendon Private
Massachusetts
$1.08M +$2.01K +3 +0.2%
PCP
703
Panoramic Capital Partners
Oregon
$1.07M – – –
RCM
704
RB Capital Management
Nevada
$1.07M +$1.02M +1,526 New
VPP
705
Vertex Planning Partners
Illinois
$1.07M +$423K +631 +71%
OFG
706
Orcam Financial Group
California
$1.07M +$1.02M +1,521 New
CAC
707
Certified Advisory Corp
Florida
$1.07M +$315K +470 +45%
PCMC
708
Paragon Capital Management (Colorado)
Colorado
$1.06M -$127K -189 -11%
OFS
709
OneAscent Financial Services
Alabama
$1.06M -$42.9K -64 -4%
GWP
710
Gen-Wealth Partners
Michigan
$1.06M – – –
WF
711
Warner Financial
Maryland
$1.06M – – –
RCS
712
Retirement Capital Strategies
California
$1.06M – – –
WTFG
713
Wood Tarver Financial Group
Idaho
$1.06M -$1.34K -2 -0.1%
BMCM
714
Black Maple Capital Management
Wisconsin
$1.06M – – –
VIM
715
Vista Investment Management
Pennsylvania
$1.05M +$670 +1 +0.1%
GPI
716
General Partner Inc
Pennsylvania
$1.04M – – –
OPTFSNA
717
Old Point Trust & Financial Services N A
Virginia
$1.04M +$75K +112 +8%
VA
718
VestGen Advisors
Illinois
$1.04M -$254K -380 -20%
CBA
719
Coastal Bridge Advisors
Connecticut
$1.04M -$4.02K -6 -0.4%
FAT
720
First American Trust
California
$1.04M – – –
GCM
721
Gambit Capital Management
Tennessee
$1.04M -$10.7K -16 -1%
PFA
722
Pure Financial Advisors
California
$1.04M -$11.4K -17 -1%
FIA
723
Foundations Investment Advisors
Arizona
$1.04M -$42.2K -63 -4%
RCP
724
Rothschild Capital Partners
New York
$1.03M +$2.01K +3 +0.2%
RWM
725
Rialto Wealth Management
New York
$1.03M – – –
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