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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
876
LS Investment Advisors
Michigan
$427K – – –
REMPR
877
Roof Eidam Maycock Peralta (REMP)
California
$427K – – –
TCBWMS
878
Texas Capital Bank Wealth Management Services
Texas
$426K – – –
RW
879
REDW Wealth
New Mexico
$426K +$1.07K +2 +0.3%
BMCM
880
Bryn Mawr Capital Management
Pennsylvania
$425K -$21.5K -40 -5%
LWL
881
Leo Wealth LLC
Texas
$424K -$40.3K -75 -9%
OCM
882
Orleans Capital Management
Louisiana
$423K +$425K +791 New
RSA
883
River Street Advisors
Illinois
$421K +$229K +425 +117%
BA
884
Brightwater Advisory
Florida
$420K +$62.4K +116 +17%
TAM
885
Titleist Asset Management
Texas
$420K – – –
DSN
886
D. Scott Neal
Kentucky
$419K – – –
AA
887
Ancora Advisors
Ohio
$419K -$39.8K -74 -9%
MTIC
888
Missouri Trust & Investment Company
Missouri
$418K – – –
NDSI
889
Newman Dignan & Sheerar Inc
Rhode Island
$418K – – –
ACM
890
Ayrshire Capital Management
Connecticut
$417K -$5.38K -10 -1%
ACM
891
Ardent Capital Management
Ohio
$417K – – –
SPFA
892
Summit Place Financial Advisors
New Jersey
$417K – – –
RSWM
893
Robertson Stephens Wealth Management
California
$415K -$777K -1,445 -65%
BWCS
894
Beirne Wealth Consulting Services
Connecticut
$415K +$9.14K +17 +2%
LA
895
Lifeworks Advisors
Michigan
$415K -$21K -39 -5%
WA
896
Wealth Alliance
New York
$414K +$58.1K +108 +16%
BIC
897
Beach Investment Counsel
Pennsylvania
$412K – – –
MC
898
McCarthy & Cox
Ohio
$405K +$538 +1 +0.1%
BTI
899
Blue Trust Inc
Georgia
$405K – – –
VFA
900
Valeo Financial Advisors
Indiana
$404K – – –
34 35
36
37 38