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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
776
Red Door Wealth Management
Tennessee
$576K +$112K +208 +24%
MC
777
Miramar Capital
Illinois
$573K – – –
SI
778
Saxon Interests
Texas
$568K +$221K +411 +63%
PIM
779
Progressive Investment Management
Oregon
$566K – – –
FWP
780
FAS Wealth Partners
Kansas
$560K – – –
HIGP
781
Hill Investment Group Partners
Missouri
$558K – – –
IFWM
782
Institute for Wealth Management
Colorado
$556K -$186K -346 -25%
GKIM
783
GW&K Investment Management
Massachusetts
$556K – – –
KOC
784
Koss-Olinger Consulting
Florida
$556K +$134K +250 +32%
DADC
785
D.A. Davidson & Co
Montana
$552K -$1.89M -3,518 -77%
SI
786
Stephens Inc
Arkansas
$549K -$9.68K -18 -2%
SWP
787
Strategic Wealth Partners
Ohio
$548K – – –
FFA
788
Farther Finance Advisors
California
$548K +$1.07K +2 +0.2%
BBI
789
Baxter Bros Inc
Connecticut
$547K – – –
FNT
790
First National Trust
Pennsylvania
$547K +$35.5K +66 +7%
FH
791
FWG Holdings
Florida
$545K -$78.5K -146 -13%
WAS
792
Wealth Advisory Solutions
Indiana
$543K -$53.8K -100 -9%
AMBIA
793
Allen Mooney & Barnes Investment Advisors
Georgia
$540K +$538 +1 +0.1%
FHA
794
Flagship Harbor Advisors
Massachusetts
$539K -$43K -80 -7%
JFA
795
JNBA Financial Advisors
Minnesota
$537K -$17.7K -33 -3%
CAM
796
CenterStar Asset Management
Illinois
$536K +$113K +211 +27%
DIP
797
DT Investment Partners
Pennsylvania
$536K – – –
DWA
798
Douglass Winthrop Advisors
New York
$535K – – –
GL
799
GHE LLC
Tennessee
$535K – – –
3AM
800
3EDGE Asset Management
Florida
$533K -$167K -310 -24%
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