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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
776
First American Trust
California
$721K +$479K +800 +203%
SMA
777
Sage Mountain Advisors
Georgia
$718K – – –
AR
778
Apeiron RIA
Texas
$716K +$98.7K +165 +17%
MWM
779
Mission Wealth Management
California
$715K – – –
DWA
780
Delap Wealth Advisory
Oregon
$711K – – –
BA
781
Brightwater Advisory
Florida
$710K -$12.6K -21 -2%
CI
782
CX Institutional
Indiana
$709K +$59.8K +100 +9%
CFP
783
Cascade Financial Partners
California
$709K -$52.7K -88 -7%
CFCS
784
CDM Financial Counseling Services
Connecticut
$707K +$701K +1,172 New
MWM
785
Marion Wealth Management
Pennsylvania
$707K +$1.79K +3 +0.3%
RWA
786
River Wealth Advisors
Pennsylvania
$706K -$1.2K -2 -0.2%
XT
787
XTX Topco
Cayman Islands
$706K +$701K +1,171 New
WP
788
WealthPLAN Partners
Nebraska
$703K -$63.4K -106 -8%
VVP
789
Venture Visionary Partners
Ohio
$701K – – –
SG
790
Stanich Group
New York
$701K +$598 +1 +0.1%
TI
791
Truepoint Inc
Ohio
$698K -$11.4K -19 -2%
PFBT
792
Parkside Financial Bank & Trust
Missouri
$695K – – –
NSAM
793
North Star Asset Management
Wisconsin
$694K – – –
FI
794
Finivi Inc
Massachusetts
$694K +$215K +360 +46%
LW
795
Livet Wealth
Utah
$694K +$688K +1,150 New
PSF
796
Pacific Sun Financial
California
$690K -$13.2K -22 -2%
RRA
797
Round Rock Advisors
Connecticut
$690K -$5.38K -9 -0.8%
RG
798
Rathbones Group
United Kingdom
$688K – – –
NHT
799
New Hampshire Trust
New Hampshire
$684K – – –
SPP
800
Single Point Partners
Massachusetts
$682K -$70K -117 -9%
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