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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ALWM
701
Andrews Lucia Wealth Management
California
$824K +$587 +1 +0.1%
BTD
702
BankPlus Trust Department
Mississippi
$823K -$20K -34 -2%
FC
703
FCA Corp
Texas
$823K – – –
MKC
704
M. Kraus & Co
Vermont
$820K – – –
TVAMP
705
Tennessee Valley Asset Management Partners
Tennessee
$817K – – –
MIG
706
McGuire Investment Group
Rhode Island
$817K – – –
UCB
707
United Community Bank
South Carolina
$817K +$355K +605 +79%
HAM
708
Harmony Asset Management
Arizona
$816K – – –
AA
709
Ashford Advisors
New York
$813K +$799K +1,361 New
CBA
710
Coastal Bridge Advisors
Connecticut
$813K -$3.52K -6 -0.4%
CL
711
CSS LLC
Illinois
$811K +$798K +1,360 New
ST
712
Smithfield Trust
Pennsylvania
$810K +$82.2K +140 +11%
ACA
713
Aptus Capital Advisors
Alabama
$794K -$9.39K -16 -1%
V
714
ViaWealth
Kansas
$790K – – –
HWM
715
Hohimer Wealth Management
Washington
$784K – – –
FPL
716
Fortress Private Ledger
North Carolina
$778K -$57.5K -98 -7%
SPWM
717
Schrum Private Wealth Management
Florida
$774K – – –
HFP
718
Holistic Financial Partners
Indiana
$768K -$9.39K -16 -1%
FA
719
Fiduciary Alliance
South Carolina
$767K +$17K +29 +2%
DIA
720
Dana Investment Advisors
Wisconsin
$766K -$242K -413 -24%
OCM
721
One Capital Management
California
$764K -$33.5K -57 -4%
PNC
722
Park National Corp
Ohio
$762K -$1.76K -3 -0.2%
CWM
723
CCG Wealth Management
California
$758K – – –
WP
724
WealthPLAN Partners
Nebraska
$758K -$21.7K -37 -3%
TWA
725
TCI Wealth Advisors
Arizona
$756K – – –
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29
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