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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
876
Park Avenue Securities
New York
$548K +$67.8K +107 +14%
MMPW
877
Mitchell McLeod Pugh & Williams
Alabama
$548K
CFB
878
Cullen/Frost Bankers
Texas
$548K
JFA
879
JNBA Financial Advisors
Minnesota
$547K -$20.9K -33 -4%
ACM
880
Advisors Capital Management
New Jersey
$547K -$6.34K -10 -1%
FBFS
881
First Business Financial Services
Wisconsin
$547K
CP
882
Creekside Partners
California
$546K -$1.9K -3 -0.3%
CFS
883
Coordinated Financial Services
Colorado
$545K
FZCM
884
Flynn Zito Capital Management
New York
$542K -$20.3K -32 -4%
LCWP
885
Legacy Capital Wealth Partners
Arkansas
$541K +$1.9K +3 +0.3%
FFM
886
Forum Financial Management
Illinois
$538K -$8.24K -13 -1%
HA
887
Huntleigh Advisors
Missouri
$537K
NW
888
Naviter Wealth
Arkansas
$535K
TFA
889
Toth Financial Advisory
Virginia
$534K +$34.9K +55 +7%
LWL
890
Leo Wealth LLC
Texas
$534K -$34.9K -55 -6%
UBV
891
United Bank (Virginia)
Virginia
$529K -$106K -167 -16%
SP
892
Stablepoint Partners
Massachusetts
$529K -$36.1K -57 -6%
SFP
893
Shepherd Financial Partners
Massachusetts
$527K
RWM
894
Rockline Wealth Management
New York
$527K
DSC
895
Duncker Streett & Co
Missouri
$524K
MF
896
Montis Financial
Massachusetts
$523K
GWA
897
Genesis Wealth Advisors
Massachusetts
$522K -$53.9K -85 -9%
LAM
898
Lifestyle Asset Management
Texas
$520K +$163K +257 +44%
PTP
899
Platform Technology Partners
New York
$519K
PS
900
Principal Securities
Iowa
$518K -$634 -1 -0.1%