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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
751
Isthmus Partners
Wisconsin
$269K – – –
TPCW
752
TD Private Client Wealth
New York
$268K -$10.8K -28 -4%
TFO
753
Tarbox Family Office
California
$267K – – –
FNT
754
First National Trust
Pennsylvania
$264K – – –
KTM
755
Keeler Thomas Management
Utah
$262K -$42K -109 -15%
MMM
756
Mendel Money Management
Illinois
$262K -$7.7K -20 -3%
LWM
757
Laidlaw Wealth Management
New York
$262K +$240K +623 New
PRWA
758
Platte River Wealth Advisors
Colorado
$261K +$225K +585 New
NWS
759
Newport Wealth Strategies
California
$260K – – –
OIA
760
Optimum Investment Advisors
Illinois
$260K – – –
CL
761
COWA LLC
Oklahoma
$260K +$239K +620 New
VFA
762
Valeo Financial Advisors
Indiana
$257K +$104K +270 +79%
FHC
763
First Horizon Corporation
Tennessee
$256K – – –
HCIA
764
Hochman Cole Investment Advisors
Illinois
$256K – – –
TW
765
TrinityPoint Wealth
Connecticut
$255K -$11.6K -30 -5%
SI
766
Shaker Investments
Ohio
$253K +$770 +2 +0.3%
PI
767
Pachira Investments
California
$252K -$38.5K -100 -14%
AIM
768
Avity Investment Management
Connecticut
$252K -$5.78K -15 -2%
PB
769
Pinnacle Bancorp
Nebraska
$252K – – –
SFI
770
SPC Financial Inc
Maryland
$252K – – –
CBT
771
Capital Bank & Trust
California
$252K +$231K +600 New
QTM
772
qPULA Trading Management
New York
$252K +$231K +600 New
TWM
773
TriaGen Wealth Management
California
$252K +$231K +600 New
FMWA
774
Forvis Mazars Wealth Advisors
Missouri
$251K – – –
RWA
775
Ropes Wealth Advisors
Massachusetts
$251K – – –
29 30
31
32 33