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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
926
New England Asset Management
Connecticut
$255K
HIG
927
Heritage Investment Group
Florida
$255K
DAC
928
Dividend Assets Capital
South Carolina
$253K
LFAS
929
Level Four Advisory Services
Texas
$253K +$23.4K +53 +10%
VWA
930
Visionary Wealth Advisors
Illinois
$252K
MPW
931
MGO Private Wealth
California
$252K -$214K -483 -46%
IP
932
Investment Partners
Ohio
$252K -$103K -232 -29%
MAM
933
Mystic Asset Management
Rhode Island
$251K -$3.98K -9 -2%
GHA
934
Granite Harbor Advisors
Texas
$250K +$250K +566 New
IP
935
Isthmus Partners
Wisconsin
$250K
HNWAG
936
High Net Worth Advisory Group
Florida
$250K +$11.1K +25 +5%
MHS
937
M Holdings Securities
Oregon
$249K -$7.52K -17 -3%
KP
938
Keel Point
Alabama
$247K +$884 +2 +0.4%
WA
939
WealthTrust Axiom
Pennsylvania
$247K
AC
940
Abbrea Capital
California
$247K
HWP
941
Heritage Wealth Partners
Ohio
$246K +$237K +536 New
OWA
942
Octavia Wealth Advisors
Ohio
$245K
WCA
943
Waypoint Capital Advisors
Minnesota
$245K -$177K -400 -42%
RLIM
944
Red Lighthouse Investment Management
New York
$244K +$243K +550 New
AIM
945
Avity Investment Management
Connecticut
$242K
TWM
946
Tradition Wealth Management
Minnesota
$242K
ANBT
947
American National Bank & Trust
Texas
$241K
BBL
948
Beck Bode LLC
Massachusetts
$240K -$482K -1,091 -67%
GFP
949
Gryphon Financial Partners
Ohio
$240K -$7.96K -18 -3%
Chevy Chase Trust
950
Chevy Chase Trust
Maryland
$240K