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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
851
Flagship Harbor Advisors
Massachusetts
$709K – – –
LAM
852
Lifestyle Asset Management
Texas
$708K +$110K +164 +19%
CIS
853
Connors Investor Services
Pennsylvania
$708K – – –
VFA
854
Valeo Financial Advisors
Indiana
$706K – – –
GC
855
Grimes & Company
Massachusetts
$705K +$670 +1 +0.1%
NRG
856
Nemes Rush Group
Michigan
$705K -$3.35K -5 -0.5%
AWM
857
AE Wealth Management
Kansas
$704K -$54.9K -82 -8%
SMA
858
Seven Mile Advisory
New Jersey
$699K – – –
SMWM
859
Silvia McColl Wealth Management
California
$699K – – –
MA
860
Mutual Advisors
Nebraska
$699K – – –
WAS
861
Wealth Advisory Solutions
Indiana
$698K – – –
PMFA
862
Plante Moran Financial Advisors
Michigan
$696K – – –
WA
863
WBH Advisory
Maryland
$695K -$38.8K -58 -6%
TWM
864
Tanager Wealth Management
United Kingdom
$695K – – –
DE
865
Diversified Enterprises
Delaware
$693K – – –
BFM
866
Broadview Financial Management
Wisconsin
$688K -$8.04K -12 -1%
BMCM
867
Bryn Mawr Capital Management
Pennsylvania
$686K – – –
LW
868
Livet Wealth
Utah
$684K -$113K -169 -15%
MC
869
Maren Capital
Illinois
$678K – – –
ST
870
Smithfield Trust
Pennsylvania
$673K – – –
BWP
871
BSW Wealth Partners
Colorado
$672K -$2.68K -4 -0.4%
AT
872
Avalon Trust
New Mexico
$668K -$201K -300 -24%
MI
873
Markowski Investments
Florida
$668K +$636K +950 New
TVWM
874
Tower View Wealth Management
Wisconsin
$667K – – –
CTA
875
Clear Trail Advisors
Texas
$663K -$6.7K -10 -1%
33 34
35
36 37