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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
726
Sovereign Financial Group
Connecticut
$1.03M -$97.1K -145 -9%
TP
727
TritonPoint Partners
Maryland
$1.03M +$976K +1,457 New
TW
728
TritonPoint Wealth
Maryland
$1.02M – – –
LC
729
LCNB Corp
Ohio
$1.02M – – –
MCC
730
Money Concepts Capital
Florida
$1.02M +$580K +866 +148%
BCA
731
Bay Colony Advisors
Massachusetts
$1.02M -$3.35K -5 -0.3%
PBF
732
Petix & Botte Financial
California
$1.02M +$485K +725 +100%
NL
733
NWAM LLC
Washington
$1.02M +$293K +437 +43%
PFA
734
Pettinga Financial Advisors
Indiana
$1.01M -$8.04K -12 -0.8%
AMM
735
American Money Management
California
$1.01M -$8.04K -12 -0.8%
PPW
736
Pasadena Private Wealth
California
$1.01M +$16.7K +25 +2%
S
737
Sachetta
Massachusetts
$1.01M +$1.34K +2 +0.1%
ML
738
Mayport LLC
Massachusetts
$1.01M +$958K +1,430 New
QPWM
739
Quadrant Private Wealth Management
Pennsylvania
$1M +$670 +1 +0.1%
SFA
740
Sequoia Financial Advisors
Ohio
$1M -$595K -889 -38%
MKC
741
M. Kraus & Co
Vermont
$1M +$33.5K +50 +4%
WP
742
WealthSpring Partners
California
$999K +$2.01K +3 +0.2%
WAAG
743
Wealth Alliance Advisory Group
Kansas
$996K -$1.46M -2,182 -61%
BA
744
Bridgewater Advisors
New York
$996K – – –
ICP
745
Impact Capital Partners
Colorado
$992K +$945K +1,411 New
EWP
746
Elevation Wealth Partners
California
$988K -$16.1K -24 -2%
LCM
747
Leisure Capital Management
California
$988K – – –
PP
748
Prosperity Planning
Missouri
$987K -$37.5K -56 -4%
LG
749
LAM Group
Oregon
$985K – – –
BDF
750
Black Diamond Financial
Maryland
$982K +$466K +696 +99%
28 29
30
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