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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
726
Harmony Asset Management
Arizona
$730K – – –
FPL
727
Fortress Private Ledger
North Carolina
$728K -$114K -201 -13%
RRA
728
Round Rock Advisors
Connecticut
$727K – – –
AA
729
Ashford Advisors
New York
$726K +$773K +1,361 New
LMKC
730
L.M. Kohn & Company
Ohio
$722K +$4.54K +8 +0.6%
BBW
731
Blue Barn Wealth
Utah
$721K -$14.8K -26 -2%
GCM
732
Gator Capital Management
Florida
$714K -$154K -272 -17%
VVP
733
Venture Visionary Partners
Ohio
$713K +$2.27K +4 +0.3%
BB
734
Bell Bank
North Dakota
$712K -$35.8K -63 -5%
V
735
ViaWealth
Kansas
$707K -$31.2K -55 -4%
LRIC
736
Long Road Investment Counsel
Michigan
$704K -$153K -270 -17%
SFA
737
Sequoia Financial Advisors
Ohio
$703K -$32.9K -58 -4%
AWM
738
AE Wealth Management
Kansas
$700K -$215K -378 -22%
SG
739
Stanich Group
New York
$700K – – –
EWA
740
Exencial Wealth Advisors
Oklahoma
$697K – – –
SPWM
741
Schrum Private Wealth Management
Florida
$693K – – –
FA
742
Fiduciary Alliance
South Carolina
$691K -$5.11K -9 -0.7%
PPG
743
Peak Planning Group
Colorado
$689K -$27.8K -49 -4%
OCM
744
One Capital Management
California
$688K +$4.54K +8 +0.6%
RGC
745
Roberts, Glore & Co
Illinois
$687K -$493K -868 -40%
TI
746
Truepoint Inc
Ohio
$681K -$8.52K -15 -1%
PNC
747
Park National Corp
Ohio
$678K – – –
TWA
748
TCI Wealth Advisors
Arizona
$676K – – –
SI
749
Saxon Interests
Texas
$674K +$113K +199 +19%
AT
750
Avalon Trust
New Mexico
$669K – – –
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