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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$745K +$706K +1,315 New
WP
727
WealthPLAN Partners
Nebraska
$741K +$32.2K +60 +5%
HFP
728
Holistic Financial Partners
Indiana
$739K -$35.4K -66 -5%
SPWM
729
Schrum Private Wealth Management
Florida
$736K – – –
AWM
730
AE Wealth Management
Kansas
$733K -$9.66K -18 -1%
DFA
731
Davies Financial Advisors
California
$731K -$80.5K -150 -10%
PNC
732
Park National Corp
Ohio
$726K +$6.44K +12 +0.9%
EWA
733
Exencial Wealth Advisors
Oklahoma
$725K -$14K -26 -2%
BBW
734
Blue Barn Wealth
Utah
$723K -$40.8K -76 -6%
CWM
735
CCG Wealth Management
California
$721K -$88.6K -165 -11%
TWA
736
TCI Wealth Advisors
Arizona
$718K – – –
SWM
737
Sentinel Wealth Management
Virginia
$716K +$676K +1,260 New
TVWM
738
Tower View Wealth Management
Wisconsin
$716K -$3.09M -5,756 -82%
CFP
739
Cascade Financial Partners
California
$715K -$95K -177 -12%
DC
740
Davenport & Co
Virginia
$714K +$677K +1,261 New
PWS
741
Peterson Wealth Services
Utah
$713K +$5.9K +11 +0.9%
FA
742
Fiduciary Alliance
South Carolina
$713K -$19.9K -37 -3%
PPG
743
Peak Planning Group
Colorado
$713K -$17.7K -33 -3%
BFAG
744
Blackston Financial Advisory Group
Florida
$709K -$96.6K -180 -13%
SFB
745
STAR Financial Bank
Indiana
$709K – – –
LSA
746
L & S Advisors
California
$707K -$1.61K -3 -0.2%
SPP
747
Single Point Partners
Massachusetts
$707K – – –
MC
748
Miramar Capital
Illinois
$707K +$49.4K +92 +8%
NIM
749
Nicollet Investment Management
Minnesota
$705K – – –
GAB
750
German American Bancorp
Indiana
$704K – – –
28 29
30
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