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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
751
New Hampshire Trust
New Hampshire
$631K – – –
PFBT
752
Parkside Financial Bank & Trust
Missouri
$626K +$394K +760 +208%
PSF
753
Pacific Sun Financial
California
$623K – – –
PO
754
Private Ocean
California
$622K +$19.2K +37 +3%
BFG
755
Berger Financial Group
Minnesota
$620K -$255K -492 -31%
WAS
756
Wealth Advisory Solutions
Indiana
$620K – – –
AC
757
Apella Capital
Connecticut
$619K +$1.04K +2 +0.2%
FH
758
FWG Holdings
Florida
$615K – – –
BFM
759
Broadview Financial Management
Wisconsin
$615K -$20.2K -39 -3%
WA
760
Wealth Architects
California
$613K – – –
SCTC
761
Sanibel Captiva Trust Company
Florida
$612K – – –
ACM
762
Advisors Capital Management
New Jersey
$611K – – –
LT
763
Legacy Trust
Michigan
$610K – – –
FHA
764
Flagship Harbor Advisors
Massachusetts
$605K +$34.7K +67 +7%
OFS
765
OneAscent Financial Services
Alabama
$605K -$30K -58 -5%
SA
766
Strategic Advisors
New York
$603K +$561K +1,083 New
BFG
767
Bleakley Financial Group
New Jersey
$592K -$102K -197 -16%
PIM
768
Progressive Investment Management
Oregon
$588K – – –
MC
769
Miramar Capital
Illinois
$583K – – –
FWP
770
FAS Wealth Partners
Kansas
$582K – – –
SI
771
Stephens Inc
Arkansas
$581K +$44.5K +86 +9%
GKIM
772
GW&K Investment Management
Massachusetts
$578K – – –
JFA
773
JNBA Financial Advisors
Minnesota
$577K -$11.4K -22 -2%
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$571K +$147K +283 +38%
FFA
775
Farther Finance Advisors
California
$570K +$518K +1,000 +3,125%
29 30
31
32 33