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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
751
Fiduciary Wealth Partners
Massachusetts
$778K -$262K -413 -25%
HFP
752
Holistic Financial Partners
Indiana
$778K +$1.9K +3 +0.2%
CC
753
Cypress Capital
Tennessee
$777K +$131K +207 +20%
DC
754
Davenport & Co
Virginia
$776K -$171K -270 -18%
MC
755
Miramar Capital
Illinois
$772K – – –
AT
756
Avalon Trust
New Mexico
$771K +$158K +250 +25%
GAB
757
German American Bancorp
Indiana
$766K – – –
GSC
758
Ground Swell Capital
South Carolina
$765K +$786K +1,241 New
UFAC
759
Urban Financial Advisory Corp
Illinois
$765K +$3.17K +5 +0.4%
MWM
760
Mission Wealth Management
California
$761K +$31.7K +50 +4%
HPC
761
HM Payson & Co
Maine
$757K – – –
CA
762
CGN Advisors
Kansas
$756K – – –
SQA
763
Simon Quick Advisors
New Jersey
$755K – – –
KWM
764
Kaydan Wealth Management
Michigan
$752K – – –
OWA
765
ORBA Wealth Advisors
Illinois
$750K -$5.07K -8 -0.7%
FWP
766
FAS Wealth Partners
Kansas
$749K +$634 +1 +0.1%
FIC
767
FCG Investment Company
Tennessee
$746K +$767K +1,210 New
EWA
768
Exencial Wealth Advisors
Oklahoma
$745K – – –
BA
769
Brightwater Advisory
Florida
$738K +$12.7K +20 +2%
SMA
770
Sage Mountain Advisors
Georgia
$734K – – –
OFG
771
Omega Financial Group
California
$727K -$115K -182 -13%
DWA
772
Delap Wealth Advisory
Oregon
$727K – – –
CFP
773
Cascade Financial Partners
California
$725K – – –
SFB
774
STAR Financial Bank
Indiana
$720K -$49.4K -78 -6%
SG
775
Stanich Group
New York
$713K -$3.17K -5 -0.4%
29 30
31
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