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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
826
Octavia Wealth Advisors
Ohio
$265K – – –
SCA
827
Snowden Capital Advisors
New York
$264K +$253K +555 New
WA1
828
Wimmer Associates 1
California
$264K +$253K +554 New
FDCDDQ
829
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K – – –
EWM
830
Echo Wealth Management
Minnesota
$263K – – –
SWM
831
Soundmark Wealth Management
Washington
$263K +$912 +2 +0.4%
ECM
832
EagleClaw Capital Management
Massachusetts
$262K – – –
PI
833
PFS Investments
Georgia
$262K +$251K +551 New
TWM
834
Tradition Wealth Management
Minnesota
$261K – – –
CIC
835
Cornercap Investment Counsel
Georgia
$261K +$250K +548 New
ACM
836
AlphaStar Capital Management
North Carolina
$260K – – –
VCA
837
Verdence Capital Advisors
Maryland
$259K -$94.4K -207 -28%
WLPWM
838
Walled Lake Planning & Wealth Management
Illinois
$258K +$247K +541 New
TFO
839
Tarbox Family Office
California
$256K -$45.6K -100 -16%
LSAG
840
Lake Street Advisors Group
New Hampshire
$256K – – –
JHCP
841
Jackson Hole Capital Partners
Oklahoma
$254K +$243K +533 New
EIP
842
Ellis Investment Partners
Pennsylvania
$253K -$2.74K -6 -1%
JWCA
843
J.W. Coons Advisors
Ohio
$251K – – –
RA
844
Rodgers & Associates
Pennsylvania
$251K – – –
MW
845
MBL Wealth
North Carolina
$251K +$240K +527 New
BWA
846
Burt Wealth Advisors
Maryland
$250K -$17.3K -38 -7%
EDRIA
847
Edmonds Duncan Registered Investment Advisors
Kansas
$250K – – –
SPFA
848
Summit Place Financial Advisors
New Jersey
$250K – – –
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$249K -$95.8K -210 -29%
CPSAC
850
Chas P. Smith & Associates (CPS)
Florida
$249K – – –
32 33
34
35 36