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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
876
Summit Asset Management
Tennessee
$283K – – –
HIG
877
Heritage Investment Group
Florida
$282K +$48.7K +100 +21%
DAC
878
Dividend Assets Capital
South Carolina
$280K +$148K +305 +115%
VWA
879
Visionary Wealth Advisors
Illinois
$279K – – –
SEP
880
Southland Equity Partners
Missouri
$277K – – –
APW
881
Aurora Private Wealth
New Jersey
$277K -$36.5K -75 -12%
IP
882
Isthmus Partners
Wisconsin
$277K – – –
MAM
883
Mystic Asset Management
Rhode Island
$275K – – –
PFGIA
884
Patriot Financial Group Insurance Agency
Massachusetts
$275K – – –
PI
885
PFS Investments
Georgia
$275K +$23.4K +48 +9%
FMWA
886
Forvis Mazars Wealth Advisors
Missouri
$274K – – –
AC
887
Abbrea Capital
California
$273K – – –
SB
888
Strategic Blueprint
Georgia
$273K +$271K +557 New
FDCDDQ
889
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K – – –
OWA
890
Octavia Wealth Advisors
Ohio
$271K -$1.95K -4 -0.7%
JWA
891
JFS Wealth Advisors
Pennsylvania
$271K – – –
PB
892
Pinnacle Bancorp
Nebraska
$270K -$24.3K -50 -8%
NSB
893
Norway Savings Bank
Maine
$270K -$9.73K -20 -4%
HNWAG
894
High Net Worth Advisory Group
Florida
$268K -$132K -272 -33%
AIM
895
Avity Investment Management
Connecticut
$268K – – –
RMC
896
Resources Management Corp
Connecticut
$268K – – –
TWM
897
Tradition Wealth Management
Minnesota
$268K +$487 +1 +0.2%
EWM
898
Echo Wealth Management
Minnesota
$264K – – –
RWA
899
Ropes Wealth Advisors
Massachusetts
$264K – – –
JHCP
900
Jackson Hole Capital Partners
Oklahoma
$261K – – –
34 35
36
37 38