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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
826
Silvia McColl Wealth Management
California
$563K – – –
FH
827
FWG Holdings
Florida
$561K – – –
PMFA
828
Plante Moran Financial Advisors
Michigan
$560K -$57.4K -107 -10%
WP
829
WealthShield Partners
North Carolina
$560K -$44K -82 -8%
VBFG
830
Vishria Bird Financial Group
Tennessee
$560K – – –
SA
831
Strategic Advisors
New York
$560K -$125K -232 -19%
TWM
832
Tanager Wealth Management
United Kingdom
$560K – – –
TA
833
TFG Advisers
Michigan
$558K +$2.68K +5 +0.5%
PIA
834
Pollock Investment Advisors
Michigan
$558K -$3.22K -6 -0.6%
BWCS
835
Beirne Wealth Consulting Services
Connecticut
$558K +$95.5K +178 +22%
SG
836
StoneX Group
New York
$558K -$35.4K -66 -6%
LWL
837
Leo Wealth LLC
Texas
$552K – – –
MC
838
Maren Capital
Illinois
$546K – – –
FFL
839
Future Fund LLC
Illinois
$544K +$516K +961 New
WTB
840
Washington Trust Bank
Washington
$540K +$230K +428 +81%
GWMR
841
GC Wealth Management RIA
Massachusetts
$540K +$512K +954 New
FZCM
842
Flynn Zito Capital Management
New York
$538K -$73.5K -137 -13%
TAM
843
Titleist Asset Management
Texas
$534K – – –
SFG
844
SevenBridge Financial Group
Pennsylvania
$534K – – –
WGAM
845
Wilkinson Global Asset Management
New York
$533K +$505K +940 New
AWA
846
Arete Wealth Advisors
Illinois
$529K +$248K +462 +98%
JFA
847
JNBA Financial Advisors
Minnesota
$529K -$5.37K -10 -1%
ES
848
Eagle Strategies
New York
$528K -$15.6K -29 -3%
BTI
849
Blue Trust Inc
Georgia
$525K -$10.2K -19 -2%
EWM
850
Empirical Wealth Management
Washington
$524K – – –
32 33
34
35 36