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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
901
Creekside Partners
California
$624K +$670 +1 +0.1%
FBFS
902
First Business Financial Services
Wisconsin
$624K – – –
SAM
903
Sequent Asset Management
Texas
$620K +$591K +882 New
MMPW
904
Mitchell McLeod Pugh & Williams
Alabama
$619K -$4.69K -7 -0.8%
FZCM
905
Flynn Zito Capital Management
New York
$619K +$670 +1 +0.1%
JFA
906
JNBA Financial Advisors
Minnesota
$618K -$6.03K -9 -1%
CWA
907
Canvas Wealth Advisors
Kansas
$618K +$41.5K +62 +8%
LCWP
908
Legacy Capital Wealth Partners
Arkansas
$614K -$2.68K -4 -0.5%
CAM
909
Congress Asset Management
Massachusetts
$614K -$108K -161 -16%
EFA
910
Evernest Financial Advisors
Indiana
$613K – – –
HA
911
Huntleigh Advisors
Missouri
$612K – – –
NW
912
Naviter Wealth
Arkansas
$611K – – –
ACM
913
Advisors Capital Management
New Jersey
$606K -$16.7K -25 -3%
IAS
914
IMA Advisory Services
Colorado
$604K +$575K +858 New
UBV
915
United Bank (Virginia)
Virginia
$603K – – –
FH
916
FWG Holdings
Florida
$602K -$49.6K -74 -8%
HCC
917
Hirtle Callaghan & Co
Pennsylvania
$601K +$573K +855 New
CWG
918
Cornerstone Wealth Group
North Carolina
$600K +$15.4K +23 +3%
RWM
919
Rockline Wealth Management
New York
$599K -$2.01K -3 -0.4%
DSC
920
Duncker Streett & Co
Missouri
$597K – – –
AIP
921
Almanack Investment Partners
Pennsylvania
$593K +$29.5K +44 +6%
PTP
922
Platform Technology Partners
New York
$592K – – –
MF
923
Montis Financial
Massachusetts
$591K -$5.36K -8 -0.9%
AWM
924
Avior Wealth Management
Nebraska
$590K +$65K +97 +13%
EGA
925
Eagle Global Advisors
Texas
$589K – – –
35 36
37
38 39