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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CF
701
Centaurus Financial
California
$629K -$29.7K -64 -5%
TCOV
702
Trust Company of Vermont
Vermont
$629K +$70.6K +152 +14%
ME
703
McIlrath & Eck
Washington
$627K -$11.6K -25 -2%
PPW
704
Parcion Private Wealth
Washington
$621K – – –
Simon Quick Advisors
705
Simon Quick Advisors
New Jersey
$618K – – –
UFAC
706
Urban Financial Advisory Corp
Illinois
$618K +$566K +1,218 New
RGC
707
Roberts, Glore & Co
Illinois
$614K – – –
NB
708
Nicolet Bankshares
Wisconsin
$610K +$278K +598 +99%
Independent Advisor Alliance
709
Independent Advisor Alliance
North Carolina
$609K – – –
DSC
710
Duncker Streett & Co
Missouri
$606K – – –
Exencial Wealth Advisors
711
Exencial Wealth Advisors
Oklahoma
$602K -$4.64K -10 -0.8%
HWM
712
Hohimer Wealth Management
Washington
$600K – – –
Sigma Planning Corp
713
Sigma Planning Corp
Michigan
$600K -$660K -1,421 -55%
Foundations Investment Advisors
714
Foundations Investment Advisors
Arizona
$599K +$178K +383 +48%
LSA
715
L & S Advisors
California
$597K -$23.7K -51 -4%
Western Wealth Management
716
Western Wealth Management
Colorado
$594K – – –
WP
717
WealthPLAN Partners
Nebraska
$593K -$2.32K -5 -0.4%
Obermeyer Wealth Partners
718
Obermeyer Wealth Partners
Colorado
$592K – – –
MCM
719
MontVue Capital Management
Virginia
$592K +$541K +1,166 New
KWM
720
Kaydan Wealth Management
Michigan
$589K – – –
EWA
721
Encompass Wealth Advisors
Oregon
$589K – – –
W
722
WorthPointe
California
$588K – – –
OFS
723
OneAscent Financial Services
Alabama
$581K +$532K +1,145 New
BFM
724
Broadview Financial Management
Wisconsin
$580K -$2.79K -6 -0.5%
GAB
725
German American Bancorp
Indiana
$580K – – –