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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
726
Seven Post Investment Office
California
$489K – – –
FHA
727
Flagship Harbor Advisors
Massachusetts
$489K -$455 -1 -0.1%
IWM
728
IHT Wealth Management
Illinois
$487K – – –
BCI
729
Brinker Capital Investments
Pennsylvania
$486K +$15.5K +34 +3%
OPS
730
Orion Portfolio Solutions
Nebraska
$486K +$15.5K +34 +3%
AMBIA
731
Allen Mooney & Barnes Investment Advisors
Georgia
$481K +$24.1K +53 +6%
GL
732
GHE LLC
Tennessee
$479K – – –
MAM
733
Marquette Asset Management
Minnesota
$479K – – –
RG
734
Rathbones Group
United Kingdom
$479K – – –
GLA
735
Great Lakes Advisors
Illinois
$478K +$1.37K +3 +0.3%
FHC
736
First Heartland Consultants
Missouri
$477K -$373K -819 -45%
VBFG
737
Vishria Bird Financial Group
Tennessee
$476K – – –
TWM
738
Tanager Wealth Management
United Kingdom
$475K +$450K +988 New
BHWM
739
Bar Harbor Wealth Management
New Hampshire
$473K – – –
LRIC
740
Long Road Investment Counsel
Michigan
$472K -$114K -250 -20%
CWA
741
Clarus Wealth Advisors
Arizona
$466K +$51.4K +113 +13%
AC
742
Apella Capital
Connecticut
$466K +$443K +972 New
GIA
743
Gladstone Institutional Advisory
Florida
$465K – – –
AGM
744
Alpine Global Management
New York
$463K +$440K +966 New
VPP
745
Vertex Planning Partners
Illinois
$462K – – –
LB
746
Leo Brokerage
Texas
$461K +$42.8K +94 +11%
TCOV
747
Trust Company of Vermont
Vermont
$461K – – –
WSFS
748
Wilmington Savings Fund Society
Delaware
$460K – – –
NWM
749
NEIRG Wealth Management
Massachusetts
$459K – – –
FNT
750
First National Trust
Pennsylvania
$458K +$20K +44 +5%
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30
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