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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
901
Invenomic Capital Management
Massachusetts
$475K – – –
RCAG
902
Rehmann Capital Advisory Group
Michigan
$472K -$7.04K -12 -1%
OCM
903
Orleans Capital Management
Louisiana
$471K – – –
FI
904
Finivi Inc
Massachusetts
$471K +$21.1K +36 +5%
CFB
905
Cullen/Frost Bankers
Texas
$470K – – –
IFWM
906
Institute for Wealth Management
Colorado
$467K +$587 +1 +0.1%
OAS
907
Optivise Advisory Services
Tennessee
$465K -$2.35K -4 -0.5%
DSN
908
D. Scott Neal
Kentucky
$465K – – –
SPFA
909
Summit Place Financial Advisors
New Jersey
$465K – – –
OS
910
Objectivity Squared
South Carolina
$464K +$1.17K +2 +0.3%
AFO
911
Arrowroot Family Office
California
$458K -$1.17K -2 -0.3%
TI
912
Trexquant Investment
Connecticut
$456K +$202K +344 +82%
WA
913
Wealth Architects
California
$455K – – –
RPA
914
Redwood Park Advisors
California
$452K -$28.2K -48 -6%
MA
915
Maxele Advisors
Missouri
$452K – – –
RSWM
916
Robertson Stephens Wealth Management
California
$451K – – –
CA
917
CoreCap Advisors
Michigan
$449K +$123K +210 +39%
LIA
918
LS Investment Advisors
Michigan
$449K -$26.4K -45 -6%
CFS
919
CRA Financial Services
New Jersey
$449K +$43.4K +74 +11%
NCM
920
Neumann Capital Management
California
$447K – – –
OWA
921
Octavia Wealth Advisors
Ohio
$447K +$8.22K +14 +2%
RB
922
Rodgers Brothers
Pennsylvania
$446K – – –
TAFW
923
Tred Avon Family Wealth
Maryland
$445K +$438K +747 New
GIA
924
Gladstone Institutional Advisory
Florida
$437K – – –
PTB
925
Pioneer Trust Bank
Oregon
$436K -$1.76K -3 -0.4%
35 36
37
38 39