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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
926
DWR Wealth Management
California
$583K – – –
S
927
Sunpointe
Missouri
$583K -$638K -952 -53%
GI
928
GAMCO Investors
Connecticut
$577K -$2.9M -4,338 -84%
HSA
929
HBK Sorce Advisory
Pennsylvania
$574K -$44.9K -67 -8%
MTIC
930
Missouri Trust & Investment Company
Missouri
$574K – – –
AF
931
Abound Financial
California
$573K -$10.7K -16 -2%
SAM
932
Seelaus Asset Management
New Jersey
$573K – – –
MWA
933
Midland Wealth Advisors
Illinois
$572K – – –
PPW
934
Parcion Private Wealth
Washington
$572K +$2.01K +3 +0.4%
GWA
935
Genesis Wealth Advisors
Massachusetts
$567K -$26.8K -40 -5%
EPW
936
Evolve Private Wealth
California
$567K +$180K +269 +50%
CK
937
Cohen Klingenstein
New York
$563K – – –
MAM
938
Marquette Asset Management
Minnesota
$563K – – –
MPI
939
Mairs & Power Inc
Minnesota
$561K -$14.1K -21 -3%
REMPR
940
Roof Eidam Maycock Peralta (REMP)
California
$561K – – –
ICM
941
Invenomic Capital Management
Massachusetts
$561K – – –
HBFP
942
Henderson Brothers Financial Partners
Pennsylvania
$560K -$533K -796 -50%
RCAG
943
Rehmann Capital Advisory Group
Michigan
$558K – – –
VCA
944
Verdence Capital Advisors
Maryland
$558K +$670 +1 +0.1%
FNT
945
First National Trust
Pennsylvania
$557K -$146K -218 -22%
OCM
946
Orleans Capital Management
Louisiana
$556K – – –
WTB
947
Washington Trust Bank
Washington
$556K -$2.68K -4 -0.5%
OCPWS
948
One Charles Private Wealth Services
Massachusetts
$554K – – –
CA
949
CoreCap Advisors
Michigan
$554K -$20.8K -31 -4%
CCM
950
Canal Capital Management
Virginia
$553K +$1.34K +2 +0.3%
36 37
38
39 40