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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
751
Fiduciary Alliance
South Carolina
$743K -$14.7K -25 -2%
SPWM
752
Schrum Private Wealth Management
Florida
$740K +$761K +1,298 New
TI
753
Truepoint Inc
Ohio
$735K – – –
OCM
754
One Capital Management
California
$729K -$4.1K -7 -0.5%
SAM
755
Seelaus Asset Management
New Jersey
$728K – – –
WP
756
WealthPLAN Partners
Nebraska
$727K +$7.62K +13 +1%
GWM
757
GSB Wealth Management
Connecticut
$726K – – –
TCM
758
Triumph Capital Management
Colorado
$723K -$319K -545 -30%
PNC
759
Park National Corp
Ohio
$723K – – –
TWA
760
TCI Wealth Advisors
Arizona
$722K – – –
SW
761
Simplicity Wealth
New Jersey
$720K -$3.52K -6 -0.5%
CNBOF
762
City National Bank of Florida
Florida
$720K +$741K +1,264 New
EG
763
Ellerson Group
Maryland
$719K – – –
AT
764
Avalon Trust
New Mexico
$714K – – –
NB
765
Nicolet Bankshares
Wisconsin
$713K +$31.1K +53 +4%
SPP
766
Single Point Partners
Massachusetts
$711K – – –
NIM
767
Nicollet Investment Management
Minnesota
$709K – – –
GAB
768
German American Bancorp
Indiana
$708K – – –
EGA
769
E&G Advisors
Texas
$705K +$725K +1,237 New
SWP
770
Strategic Wealth Partners
Ohio
$704K +$89.7K +153 +15%
KWM
771
Kaydan Wealth Management
Michigan
$704K +$4.1K +7 +0.6%
HWM
772
Hohimer Wealth Management
Washington
$703K +$19.9K +34 +3%
RDWM
773
Red Door Wealth Management
Tennessee
$702K -$55.7K -95 -7%
UFAC
774
Urban Financial Advisory Corp
Illinois
$702K +$2.35K +4 +0.3%
CWG
775
Crown Wealth Group
North Carolina
$701K +$722K +1,231 New
29 30
31
32 33