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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
726
Dynamic Advisor Solutions
Arizona
$222K +$218K +625 New
HCIA
727
Hochman Cole Investment Advisors
Illinois
$221K – – –
TFO
728
Tarbox Family Office
California
$221K – – –
LWAC
729
Laurel Wealth Advisors (California)
California
$220K +$3.5K +10 +2%
FIM
730
Freedom Investment Management
Connecticut
$218K -$114M -326,477 -100%
CBU
731
CIBC Bank USA
Illinois
$218K – – –
CWP
732
Capital Wealth Planning
Florida
$218K +$215K +615 New
GWAG
733
Garrett Wealth Advisory Group
Texas
$217K -$1.4K -4 -0.6%
BHIA
734
Birch Hill Investment Advisors
Massachusetts
$217K – – –
TSS
735
Thomas Story & Son
Indiana
$216K – – –
SCA
736
Snowden Capital Advisors
New York
$215K – – –
BHBT
737
Burke & Herbert Bank & Trust
Virginia
$215K -$38.4K -110 -15%
CCMD
738
Cypress Capital Management (Delaware)
Delaware
$215K – – –
PC
739
Premise Capital
Illinois
$214K -$2.03M -5,796 -41%
SP
740
Successful Portfolios
Florida
$213K – – –
EWM
741
Endurance Wealth Management
Rhode Island
$211K -$19.6K -56 -9%
ZB
742
Zions Bancorporation
Utah
$207K -$8.74K -25 -4%
AC
743
Abbrea Capital
California
$207K – – –
WA
744
WP Advisors
California
$205K +$349 +1 +0.2%
RWA
745
Ropes Wealth Advisors
Massachusetts
$204K -$17.5K -50 -8%
P
746
&Partners
Tennessee
$204K +$201K +575 New
FMWA
747
Forvis Mazars Wealth Advisors
Missouri
$203K -$75.5K -216 -27%
BFG
748
Barber Financial Group
Kansas
$202K +$199K +570 New
NCM
749
Novare Capital Management
North Carolina
$202K +$199K +570 New
FA
750
FDx Advisors
Illinois
$201K -$477K -1,364 -71%
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30
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