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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
876
Naviter Wealth
Arkansas
$492K – – –
MC
877
McCarthy & Cox
Ohio
$491K -$16.1K -30 -3%
MPI
878
Mairs & Power Inc
Minnesota
$490K +$464K +865 New
MF
879
Montis Financial
Massachusetts
$485K -$2.15K -4 -0.5%
SP
880
Stablepoint Partners
Massachusetts
$484K +$3.22K +6 +0.7%
RWM
881
Rockline Wealth Management
New York
$484K – – –
CPA
882
Cardiff Park Advisors
California
$484K +$537 +1 +0.1%
PS
883
Principal Securities
Iowa
$484K +$129K +241 +39%
LGWM
884
Litman Gregory Wealth Management
California
$483K – – –
DWM
885
Denver Wealth Management
Colorado
$482K -$537 -1 -0.1%
AA
886
Ancora Advisors
Ohio
$481K -$6.98K -13 -2%
DSC
887
Duncker Streett & Co
Missouri
$481K – – –
KGP
888
Keystone Global Partners
Colorado
$480K -$118K -219 -21%
RA
889
Rise Advisors
New York
$479K +$33.3K +62 +8%
MTIC
890
Missouri Trust & Investment Company
Missouri
$476K – – –
PTP
891
Platform Technology Partners
New York
$476K – – –
OIA
892
Optimum Investment Advisors
Illinois
$476K – – –
AF
893
Abound Financial
California
$475K -$13.4K -25 -3%
MWA
894
Monograph Wealth Advisors
California
$475K – – –
HIM
895
Harbour Investment Management
Washington
$474K – – –
BMCM
896
Bryn Mawr Capital Management
Pennsylvania
$470K +$445K +829 New
AF
897
Apollon Financial
South Carolina
$469K +$6.44K +12 +1%
LJAC
898
L.J. Altfest & Co
New York
$464K -$850K -1,583 -66%
SCM
899
Seascape Capital Management
New Hampshire
$463K – – –
PPW
900
Parcion Private Wealth
Washington
$459K – – –
34 35
36
37 38