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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
701
Rialto Wealth Management
New York
$902K – – –
TW
702
TritonPoint Wealth
Maryland
$901K – – –
PP
703
Prosperity Planning
Missouri
$900K -$23.4K -37 -2%
LC
704
LCNB Corp
Ohio
$897K +$31.7K +50 +4%
BCA
705
Bay Colony Advisors
Massachusetts
$897K – – –
PFA
706
Pettinga Financial Advisors
Indiana
$896K -$6.34K -10 -0.7%
AMM
707
American Money Management
California
$896K -$36.8K -58 -4%
PBF
708
Petix & Botte Financial
California
$894K -$459K -725 -50%
S
709
Sachetta
Massachusetts
$884K -$73.5K -116 -7%
EWP
710
Elevation Wealth Partners
California
$881K -$44.4K -70 -5%
QPWM
711
Quadrant Private Wealth Management
Pennsylvania
$880K -$1.27K -2 -0.1%
WP
712
WealthSpring Partners
California
$874K +$1.9K +3 +0.2%
PPW
713
Pasadena Private Wealth
California
$871K +$112K +176 +14%
IA
714
IFP Advisors
Florida
$870K -$3.8K -6 -0.4%
LCM
715
Leisure Capital Management
California
$867K – – –
AA
716
Alesco Advisors
New York
$863K -$9.51K -15 -1%
DWA
717
Douglass Winthrop Advisors
New York
$863K – – –
LG
718
LAM Group
Oregon
$863K – – –
SAM
719
Sawgrass Asset Management
Florida
$859K – – –
RIG
720
Renaissance Investment Group
Massachusetts
$855K -$131K -206 -13%
ALWM
721
Andrews Lucia Wealth Management
California
$853K +$634 +1 +0.1%
FC
722
FCA Corp
Texas
$851K – – –
UCB
723
United Community Bank
South Carolina
$849K +$25.3K +40 +3%
MKC
724
M. Kraus & Co
Vermont
$848K – – –
TVAMP
725
Tennessee Valley Asset Management Partners
Tennessee
$847K +$634 +1 +0.1%
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