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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1026
Wilkins Investment Counsel
Massachusetts
$457K – – –
OWA
1027
ORBA Wealth Advisors
Illinois
$453K -$383K -572 -47%
ACM
1028
Ayrshire Capital Management
Connecticut
$452K -$16.7K -25 -4%
CLIP
1029
Colter Lewis Investment Partners
Connecticut
$451K – – –
LFG
1030
Larson Financial Group
Missouri
$448K -$8.71K -13 -2%
AIM
1031
Avity Investment Management
Connecticut
$447K +$40.8K +61 +11%
AssetMark Inc
1032
AssetMark Inc
California
$446K +$91.7K +137 +28%
AWA
1033
Amplius Wealth Advisors
Pennsylvania
$445K +$424K +633 New
OWA
1034
Octavia Wealth Advisors
Ohio
$445K -$8.71K -13 -2%
PCH
1035
PGIM Custom Harvest
New Jersey
$441K – – –
CWS
1036
Cypress Wealth Services
California
$440K – – –
CA
1037
Cortland Associates
Missouri
$437K +$3.35K +5 +0.8%
AWM
1038
Aberdeen Wealth Management
Illinois
$437K – – –
BWA
1039
BlueSky Wealth Advisors
North Carolina
$435K – – –
SFC
1040
SYM Financial Corp
Indiana
$435K – – –
HIP
1041
HUB Investment Partners
Texas
$435K -$266K -397 -39%
HCMG
1042
Howard Capital Management Group
California
$433K – – –
RA
1043
Ruggaard & Associates
Ohio
$431K -$24.8K -37 -6%
EBA
1044
Eagle Bay Advisors
New York
$430K +$410K +612 New
APA
1045
Astoria Portfolio Advisors
New York
$428K – – –
PCG
1046
Prosperity Consulting Group
Maryland
$426K -$68.3K -102 -14%
GP
1047
Geneva Partners
Wisconsin
$423K +$402K +601 New
FMII
1048
Farmers & Merchants Investments Inc
Nebraska
$422K – – –
SC
1049
Summa Corp
Texas
$422K – – –
TWM
1050
TriaGen Wealth Management
California
$422K – – –