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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
801
Foundations Investment Advisors
Arizona
$593K +$40.9K +72 +7%
ACM
802
Advisors Capital Management
New Jersey
$585K – – –
PMFA
803
Plante Moran Financial Advisors
Michigan
$585K -$3.97K -7 -0.6%
LT
804
Legacy Trust
Michigan
$582K – – –
PFBT
805
Parkside Financial Bank & Trust
Missouri
$581K – – –
FZCM
806
Flynn Zito Capital Management
New York
$580K – – –
NW
807
NewEdge Wealth
Pennsylvania
$578K -$7.37M -12,991 -92%
GWA
808
Genesis Wealth Advisors
Massachusetts
$577K -$28.4K -50 -4%
HIP
809
HUB Investment Partners
Texas
$576K -$1.14M -2,000 -65%
FA
810
Fagan Associates
New York
$575K -$22.1K -39 -3%
HWA
811
HCR Wealth Advisors
California
$574K -$2.27K -4 -0.4%
RFM
812
Royal Fund Management
Florida
$573K – – –
MCP
813
Mirador Capital Partners
California
$573K +$58.5K +103 +11%
WP
814
WealthShield Partners
North Carolina
$573K -$18.7K -33 -3%
KGP
815
Keystone Global Partners
Colorado
$569K +$606K +1,067 New
FWTB
816
First Western Trust Bank
Colorado
$563K +$60.2K +106 +11%
SG
817
StoneX Group
New York
$560K +$71K +125 +14%
CPA
818
Compass Planning Associates
Massachusetts
$557K +$568 +1 +0.1%
FNT
819
First National Trust
Pennsylvania
$554K -$8.52K -15 -1%
GKIM
820
GW&K Investment Management
Massachusetts
$554K – – –
BFM
821
Broadview Financial Management
Wisconsin
$554K -$18.7K -33 -3%
MWA
822
Midland Wealth Advisors
Illinois
$553K -$23.8K -42 -4%
W
823
WorthPointe
California
$551K – – –
CAC
824
Certified Advisory Corp
Florida
$548K -$21.6K -38 -4%
UBV
825
United Bank (Virginia)
Virginia
$547K – – –
31 32
33
34 35