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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
726
Prelude Capital Management
New York
$223K -$5.23M -14,924 -96%
GT
727
Glenview Trust
Kentucky
$223K -$74.3K -212 -25%
GG
728
GenWealth Group
New Jersey
$220K -$3.5K -10 -2%
DAS
729
Dynamic Advisor Solutions
Arizona
$220K – – –
ACM
730
Allred Capital Management
Texas
$219K – – –
TFO
731
Tarbox Family Office
California
$219K – – –
BHIA
732
Birch Hill Investment Advisors
Massachusetts
$216K – – –
CBU
733
CIBC Bank USA
Illinois
$216K – – –
HCIA
734
Hochman Cole Investment Advisors
Illinois
$215K -$4.91K -14 -2%
TSS
735
Thomas Story & Son
Indiana
$215K – – –
CL
736
Cabana LLC
Arkansas
$214K -$25M -71,409 -99%
CCMD
737
Cypress Capital Management (Delaware)
Delaware
$214K – – –
SCA
738
Snowden Capital Advisors
New York
$214K – – –
BHBT
739
Burke & Herbert Bank & Trust
Virginia
$213K – – –
TFCP
740
Twin Focus Capital Partners
Massachusetts
$213K +$212K +605 New
SP
741
Successful Portfolios
Florida
$211K – – –
EWM
742
Endurance Wealth Management
Rhode Island
$210K – – –
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$208K -$23.5K -67 -10%
FMWA
744
Forvis Mazars Wealth Advisors
Missouri
$208K +$6.31K +18 +3%
AF
745
Advisornet Financial
Minnesota
$207K +$174K +497 +558%
ZB
746
Zions Bancorporation
Utah
$206K – – –
BIA
747
Biondo Investment Advisors
Pennsylvania
$206K +$205K +584 New
AC
748
Abbrea Capital
California
$205K – – –
WA
749
WP Advisors
California
$204K +$701 +2 +0.3%
P
750
&Partners
Tennessee
$203K – – –
28 29
30
31 32