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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Marion Wealth Management
Pennsylvania
$835K +$48.9K +73 +7%
DWA
802
Delap Wealth Advisory
Oregon
$829K – – –
CCC
803
Compass Capital Corp
Massachusetts
$827K -$8.04K -12 -1%
PC
804
Port Capital
Illinois
$823K +$783K +1,170 New
OFG
805
Omega Financial Group
California
$814K -$14.1K -21 -2%
SFB
806
STAR Financial Bank
Indiana
$814K -$6.7K -10 -0.9%
BA
807
Brightwater Advisory
Florida
$812K -$28.8K -43 -4%
PFBT
808
Parkside Financial Bank & Trust
Missouri
$810K – – –
NSAM
809
North Star Asset Management
Wisconsin
$810K – – –
TI
810
Truepoint Inc
Ohio
$805K – – –
CFCS
811
CDM Financial Counseling Services
Connecticut
$802K -$670 -1 -0.1%
RG
812
Rathbones Group
United Kingdom
$802K – – –
PSF
813
Pacific Sun Financial
California
$799K -$4.69K -7 -0.6%
FFM
814
Forum Financial Management
Illinois
$798K +$175K +262 +30%
NHT
815
New Hampshire Trust
New Hampshire
$798K – – –
SPP
816
Single Point Partners
Massachusetts
$795K – – –
FIC
817
FCG Investment Company
Tennessee
$792K -$56.3K -84 -7%
CFP
818
Cascade Financial Partners
California
$785K -$39.5K -59 -5%
SAM
819
Summit Asset Management
Tennessee
$779K – – –
CCA
820
Cypress Capital Advisors
Tennessee
$776K +$24.1K +36 +3%
RSA
821
River Street Advisors
Illinois
$772K – – –
CIA
822
Capital Investment Advisors
Georgia
$772K +$53.6K +80 +8%
CCA
823
Carrera Capital Advisors
Michigan
$770K +$1.34K +2 +0.2%
JWM
824
Jacksonville Wealth Management
Florida
$764K -$15.4K -23 -2%
AC
825
AlphaCore Capital
California
$764K +$58.9K +88 +9%
31 32
33
34 35