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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
951
MRA Advisory Group
New Jersey
$239K -$1.33K -3 -0.6%
BW
952
Bison Wealth
Georgia
$239K -$9.73K -22 -4%
RWA
953
Ropes Wealth Advisors
Massachusetts
$238K – – –
FIB
954
First Interstate Bank
Montana
$238K +$238K +538 New
GWP
955
Gateway Wealth Partners
Wisconsin
$237K +$237K +536 New
JMFC
956
J.M. Forbes & Co
Massachusetts
$237K +$237K +536 New
EIP
957
Ellis Investment Partners
Pennsylvania
$236K +$442 +1 +0.2%
CA
958
CoreCap Advisors
Michigan
$236K +$236K +534 New
JHCP
959
Jackson Hole Capital Partners
Oklahoma
$236K – – –
BHIA
960
Birch Hill Investment Advisors
Massachusetts
$235K – – –
EDRIA
961
Edmonds Duncan Registered Investment Advisors
Kansas
$233K – – –
TFO
962
Tarbox Family Office
California
$231K – – –
AWM
963
Aprio Wealth Management
Georgia
$231K – – –
MWM
964
Marion Wealth Management
Pennsylvania
$229K +$229K +518 New
LW
965
Libra Wealth
California
$228K – – –
LWM
966
Laidlaw Wealth Management
New York
$228K +$227K +514 New
HH
967
Hilltop Holdings
Texas
$227K -$6.63K -15 -3%
KL
968
KWMG LLC
Kansas
$225K – – –
AF
969
Aldebaran Financial
$224K – – –
RMC
970
Resources Management Corp
Connecticut
$224K – – –
PFBT
971
Parkside Financial Bank & Trust
Missouri
$224K – – –
CWM
972
Curi Wealth Management
North Carolina
$224K +$223K +505 New
MWPCG
973
Measured Wealth Private Client Group
New Hampshire
$223K -$16.8K -38 -7%
FDCDDQ
974
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K – – –
CA
975
CapWealth Advisors
Tennessee
$223K +$223K +504 New
37 38
39
40 41