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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
751
Brightwater Advisory
Florida
$714K – – –
SMA
752
Sage Mountain Advisors
Georgia
$709K – – –
MWM
753
Mission Wealth Management
California
$706K +$18.2K +31 +3%
SSW
754
Stone Summit Wealth
Florida
$705K -$282K -480 -29%
DWA
755
Delap Wealth Advisory
Oregon
$704K +$396K +675 +134%
TI
756
Truepoint Inc
Ohio
$701K +$176K +300 +34%
RWA
757
River Wealth Advisors
Pennsylvania
$699K – – –
OFG
758
Opulen Financial Group
Virginia
$695K +$2.94K +5 +0.4%
PSF
759
Pacific Sun Financial
California
$694K -$587 -1 -0.1%
VVP
760
Venture Visionary Partners
Ohio
$693K -$126K -214 -16%
SG
761
Stanich Group
New York
$692K -$7.63K -13 -1%
VA
762
VestGen Advisors
Illinois
$688K +$678K +1,155 New
RRA
763
Round Rock Advisors
Connecticut
$687K -$51.7K -88 -7%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$687K -$7.63K -13 -1%
NSAM
765
North Star Asset Management
Wisconsin
$686K +$231K +394 +52%
RG
766
Rathbones Group
United Kingdom
$679K – – –
NRG
767
Nemes Rush Group
Michigan
$678K -$2.35K -4 -0.4%
JWM
768
Jacksonville Wealth Management
Florida
$677K -$587 -1 -0.1%
BB
769
Bell Bank
North Dakota
$676K – – –
NHT
770
New Hampshire Trust
New Hampshire
$676K – – –
KCM
771
Kanawha Capital Management
Virginia
$670K -$17.6K -30 -3%
CNBOF
772
City National Bank of Florida
Florida
$667K -$71.6K -122 -10%
BWP
773
BSW Wealth Partners
Colorado
$662K – – –
FIA
774
Foundations Investment Advisors
Arizona
$662K -$41.7K -71 -6%
MWM
775
Marion Wealth Management
Pennsylvania
$661K +$1.76K +3 +0.3%
29 30
31
32 33