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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
926
Parallel Advisors
California
$416K +$94.2K +166 +27%
DSN
927
D. Scott Neal
Kentucky
$416K – – –
SPFA
928
Summit Place Financial Advisors
New Jersey
$416K – – –
FGWP
929
Founders Grove Wealth Partners
Virginia
$415K – – –
PI
930
PFG Investments
New York
$410K +$568 +1 +0.1%
ACM
931
Ayrshire Capital Management
Connecticut
$409K – – –
UCB
932
United Community Bank
South Carolina
$409K +$93.7K +165 +27%
WA
933
Wealth Architects
California
$408K -$568 -1 -0.1%
RSA
934
River Street Advisors
Illinois
$406K -$32.4K -57 -7%
NSAM
935
North Star Asset Management
Wisconsin
$404K +$32.4K +57 +8%
RSWM
936
Robertson Stephens Wealth Management
California
$404K +$50.5K +89 +13%
NCM
937
Neumann Capital Management
California
$400K -$85.1K -150 -17%
EFG
938
Elios Financial Group
Ohio
$400K +$568 +1 +0.1%
RB
939
Rodgers Brothers
Pennsylvania
$399K – – –
SAM
940
Summit Asset Management
Tennessee
$399K – – –
CC
941
Cadinha & Co
Hawaii
$396K – – –
OWA
942
Octavia Wealth Advisors
Ohio
$394K – – –
PTB
943
Pioneer Trust Bank
Oregon
$392K -$4.54K -8 -1%
HCMG
944
Howard Capital Management Group
California
$392K – – –
GIA
945
Gladstone Institutional Advisory
Florida
$392K – – –
AA
946
ArborFi Advisors
Michigan
$391K -$42.6K -75 -9%
ACM
947
Ardent Capital Management
Ohio
$389K – – –
JWBC
948
John W. Brooker & Co
California
$389K +$568 +1 +0.1%
NG
949
Norden Group
Utah
$386K +$12.5K +22 +3%
OS
950
Objectivity Squared
South Carolina
$385K +$1.7K +3 +0.4%
36 37
38
39 40