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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
701
Trust Company of Vermont
Vermont
$629K +$70.6K +152 +14%
ME
702
McIlrath & Eck
Washington
$627K -$11.6K -25 -2%
PPW
703
Parcion Private Wealth
Washington
$621K – – –
SQA
704
Simon Quick Advisors
New Jersey
$618K – – –
UFAC
705
Urban Financial Advisory Corp
Illinois
$618K +$566K +1,218 New
RGC
706
Roberts, Glore & Co
Illinois
$614K – – –
NB
707
Nicolet Bankshares
Wisconsin
$610K +$278K +598 +99%
IAA
708
Independent Advisor Alliance
North Carolina
$609K – – –
DSC
709
Duncker Streett & Co
Missouri
$606K – – –
EWA
710
Exencial Wealth Advisors
Oklahoma
$602K -$4.64K -10 -0.8%
HWM
711
Hohimer Wealth Management
Washington
$600K – – –
SPC
712
Sigma Planning Corp
Michigan
$600K -$660K -1,421 -55%
FIA
713
Foundations Investment Advisors
Arizona
$599K +$178K +383 +48%
LSA
714
L & S Advisors
California
$597K -$23.7K -51 -4%
WWM
715
Western Wealth Management
Colorado
$594K – – –
WP
716
WealthPLAN Partners
Nebraska
$593K -$2.32K -5 -0.4%
OWP
717
Obermeyer Wealth Partners
Colorado
$592K – – –
MCM
718
MontVue Capital Management
Virginia
$592K +$541K +1,166 New
KWM
719
Kaydan Wealth Management
Michigan
$589K – – –
EWA
720
Encompass Wealth Advisors
Oregon
$589K – – –
W
721
WorthPointe
California
$588K – – –
OFS
722
OneAscent Financial Services
Alabama
$581K +$532K +1,145 New
BFM
723
Broadview Financial Management
Wisconsin
$580K -$2.79K -6 -0.5%
GAB
724
German American Bancorp
Indiana
$580K – – –
RG
725
Rathbones Group
United Kingdom
$578K – – –
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