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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
726
TritonPoint Wealth
Maryland
$1.02M – – –
LC
727
LCNB Corp
Ohio
$1.02M – – –
MCC
728
Money Concepts Capital
Florida
$1.02M +$580K +866 +148%
BCA
729
Bay Colony Advisors
Massachusetts
$1.02M -$3.35K -5 -0.3%
PBF
730
Petix & Botte Financial
California
$1.02M +$485K +725 +100%
NL
731
NWAM LLC
Washington
$1.02M +$293K +437 +43%
PFA
732
Pettinga Financial Advisors
Indiana
$1.01M -$8.04K -12 -0.8%
AMM
733
American Money Management
California
$1.01M -$8.04K -12 -0.8%
PPW
734
Pasadena Private Wealth
California
$1.01M +$16.7K +25 +2%
S
735
Sachetta
Massachusetts
$1.01M +$1.34K +2 +0.1%
ML
736
Mayport LLC
Massachusetts
$1.01M +$958K +1,430 New
QPWM
737
Quadrant Private Wealth Management
Pennsylvania
$1M +$670 +1 +0.1%
SFA
738
Sequoia Financial Advisors
Ohio
$1M -$595K -889 -38%
MKC
739
M. Kraus & Co
Vermont
$1M +$33.5K +50 +4%
WP
740
WealthSpring Partners
California
$999K +$2.01K +3 +0.2%
WAAG
741
Wealth Alliance Advisory Group
Kansas
$996K -$1.46M -2,182 -61%
BA
742
Bridgewater Advisors
New York
$996K – – –
ICP
743
Impact Capital Partners
Colorado
$992K +$945K +1,411 New
EWP
744
Elevation Wealth Partners
California
$988K -$16.1K -24 -2%
LCM
745
Leisure Capital Management
California
$988K – – –
PP
746
Prosperity Planning
Missouri
$987K -$37.5K -56 -4%
LG
747
LAM Group
Oregon
$985K – – –
BDF
748
Black Diamond Financial
Maryland
$982K +$466K +696 +99%
SAM
749
Sawgrass Asset Management
Florida
$980K – – –
AA
750
Alesco Advisors
New York
$978K -$6.03K -9 -0.6%
28 29
30
31 32