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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
801
Tanager Wealth Management
United Kingdom
$564K – – –
PPW
802
Parcion Private Wealth
Washington
$563K -$3.86K -7 -0.7%
CAC
803
Certified Advisory Corp
Florida
$563K -$1.65K -3 -0.3%
IWM
804
IHT Wealth Management
Illinois
$562K +$212K +384 +63%
FIA
805
Foundations Investment Advisors
Arizona
$561K +$94.8K +172 +21%
FH
806
FWG Holdings
Florida
$560K – – –
AP
807
Appleton Partners
Massachusetts
$559K – – –
SFG
808
SevenBridge Financial Group
Pennsylvania
$557K – – –
LWL
809
Leo Wealth LLC
Texas
$555K +$99.7K +181 +23%
JFA
810
JNBA Financial Advisors
Minnesota
$553K -$18.7K -34 -3%
CCFM
811
Clear Creek Financial Management
Washington
$552K -$13.6M -24,650 -96%
PL
812
Plancorp LLC
Missouri
$552K – – –
MC
813
Maren Capital
Illinois
$549K – – –
FWTB
814
First Western Trust Bank
Colorado
$541K -$272K -493 -34%
GLA
815
Great Lakes Advisors
Illinois
$537K +$1.65K +3 +0.3%
CCM
816
Canal Capital Management
Virginia
$534K – – –
CGPCS
817
Capital Group Private Client Services
California
$531K +$1.65K +3 +0.3%
AFO
818
Arrowroot Family Office
California
$530K -$2.75K -5 -0.5%
HIGP
819
Hill Investment Group Partners
Missouri
$530K – – –
BFA
820
Bragg Financial Advisors
North Carolina
$527K +$1.65K +3 +0.3%
EWM
821
Empirical Wealth Management
Washington
$527K -$13.8K -25 -3%
TA
822
TFG Advisers
Michigan
$524K +$31.4K +57 +7%
TAM
823
Trillium Asset Management
Massachusetts
$524K – – –
FBFS
824
First Business Financial Services
Wisconsin
$522K – – –
CIS
825
Connors Investor Services
Pennsylvania
$521K – – –
31 32
33
34 35