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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
926
Rehmann Capital Advisory Group
Michigan
$489K +$634 +1 +0.1%
VCA
927
Verdence Capital Advisors
Maryland
$489K – – –
OCM
928
Orleans Capital Management
Louisiana
$488K – – –
AA
929
Ancora Advisors
Ohio
$487K – – –
OCPWS
930
One Charles Private Wealth Services
Massachusetts
$486K – – –
CCM
931
Canal Capital Management
Virginia
$484K -$33K -52 -6%
OS
932
Objectivity Squared
South Carolina
$483K +$1.9K +3 +0.4%
SPFA
933
Summit Place Financial Advisors
New Jersey
$481K – – –
DAM
934
Deltec Asset Management
New York
$481K +$494K +780 New
RWM
935
Ritholtz Wealth Management
New York
$480K +$1.9K +3 +0.4%
BAM
936
Belpointe Asset Management
Nevada
$480K +$214K +338 +77%
IAA
937
Independent Advisor Alliance
North Carolina
$477K +$490K +773 New
HG
938
Harbor Group
New Hampshire
$469K – – –
CPA
939
Cardiff Park Advisors
California
$468K +$1.27K +2 +0.3%
NW
940
NewEdge Wealth
Pennsylvania
$467K -$6.71M -10,581 -93%
BW
941
BIP Wealth
Georgia
$467K +$139K +219 +41%
LIA
942
LS Investment Advisors
Michigan
$464K – – –
TCP
943
TMB Capital Partners
Arkansas
$464K +$1.9K +3 +0.4%
BI
944
Breachway Investments
Rhode Island
$462K +$5.7K +9 +1%
MRP
945
Measured Risk Portfolios
California
$460K +$18.4K +29 +4%
RSWM
946
Robertson Stephens Wealth Management
California
$458K – – –
AWM
947
Avior Wealth Management
Nebraska
$458K +$186K +294 +66%
AL
948
ARWA LLC
Texas
$453K – – –
GIA
949
Gladstone Institutional Advisory
Florida
$453K – – –
IP
950
Isthmus Partners
Wisconsin
$452K +$9.51K +15 +2%
36 37
38
39 40