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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
776
WBH Advisory
Maryland
$637K – – –
SMH
777
Sanders Morris Harris
Texas
$636K – – –
SBIA
778
Sheaff Brock Investment Advisors
Indiana
$635K – – –
SMA
779
Sage Mountain Advisors
Georgia
$635K -$510K -898 -43%
PP
780
Paloma Partners
Connecticut
$634K +$675K +1,189 New
RWA
781
River Wealth Advisors
Pennsylvania
$631K -$3.97K -7 -0.6%
EDRH
782
Edmond de Rothschild Holding
Switzerland
$631K – – –
WWM
783
Western Wealth Management
Colorado
$628K – – –
KCM
784
Kanawha Capital Management
Virginia
$624K -$31.2K -55 -4%
MP
785
Moment Partners
California
$623K +$25.5K +45 +4%
PSF
786
Pacific Sun Financial
California
$622K +$8.52K +15 +1%
JWM
787
Jacksonville Wealth Management
Florida
$620K -$26.1K -46 -4%
FIC
788
FCG Investment Company
Tennessee
$618K +$40.9K +72 +7%
MC
789
Miramar Capital
Illinois
$617K +$11.9K +21 +2%
EW
790
Evoke Wealth
California
$616K – – –
OFG
791
Opulen Financial Group
Virginia
$616K +$26.7K +47 +4%
LCWP
792
Legacy Capital Wealth Partners
Arkansas
$610K +$649K +1,143 New
RG
793
Rathbones Group
United Kingdom
$608K – – –
GAA
794
Global Assets Advisory
Florida
$607K +$454K +800 +200%
SAM
795
Seelaus Asset Management
New Jersey
$605K -$82.3K -145 -11%
NHT
796
New Hampshire Trust
New Hampshire
$605K – – –
OWP
797
Obermeyer Wealth Partners
Colorado
$600K -$11.9K -21 -2%
GWM
798
GSB Wealth Management
Connecticut
$599K -$86.9K -153 -12%
ME
799
McIlrath & Eck
Washington
$597K -$10.8K -19 -2%
BWP
800
BSW Wealth Partners
Colorado
$596K – – –
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