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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
876
Valeo Financial Advisors
Indiana
$295K -$23.4K -46 -7%
NSB
877
Norway Savings Bank
Maine
$295K – – –
VWA
878
Visionary Wealth Advisors
Illinois
$295K +$1.02K +2 +0.4%
SEP
879
Southland Equity Partners
Missouri
$292K +$3.56K +7 +1%
VIA
880
Vickerman Investment Advisors
Washington
$292K -$142K -279 -33%
IP
881
Isthmus Partners
Wisconsin
$292K – – –
PFGIA
882
Patriot Financial Group Insurance Agency
Massachusetts
$290K – – –
SYBT
883
Stock Yards Bank & Trust
Kentucky
$290K – – –
MAM
884
Mystic Asset Management
Rhode Island
$290K +$286K +562 New
FMWA
885
Forvis Mazars Wealth Advisors
Missouri
$289K – – –
AC
886
Abbrea Capital
California
$288K – – –
OWA
887
Octavia Wealth Advisors
Ohio
$288K +$2.04K +4 +0.7%
FDCDDQ
888
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K – – –
JWA
889
JFS Wealth Advisors
Pennsylvania
$286K -$46.8K -92 -14%
AT
890
American Trust
Kentucky
$286K +$281K +553 New
AIM
891
Avity Investment Management
Connecticut
$283K – – –
RMC
892
Resources Management Corp
Connecticut
$283K – – –
TWM
893
Tradition Wealth Management
Minnesota
$282K -$2.54K -5 -0.9%
ARC
894
Advisor Resource Council
Texas
$282K +$277K +544 New
EWM
895
Echo Wealth Management
Minnesota
$280K – – –
RWA
896
Ropes Wealth Advisors
Massachusetts
$279K -$30K -59 -10%
TFO
897
Tarbox Family Office
California
$278K – – –
JHCP
898
Jackson Hole Capital Partners
Oklahoma
$276K – – –
BHIA
899
Birch Hill Investment Advisors
Massachusetts
$275K – – –
BWA
900
Burt Wealth Advisors
Maryland
$272K – – –
34 35
36
37 38