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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
601
FAS Wealth Partners
Kansas
$380K +$1.75K +5 +0.5%
EWM
602
Empirical Wealth Management
Washington
$379K -$91.8K -262 -20%
PSF
603
Pacific Sun Financial
California
$376K +$15.8K +45 +4%
RW
604
REDW Wealth
New Mexico
$372K +$701 +2 +0.2%
FI
605
FormulaFolio Investments
Michigan
$370K +$5.26K +15 +1%
PMG
606
ProVise Management Group
Florida
$367K -$35K -100 -9%
NEIRG
607
New England Investment & Retirement Group
Massachusetts
$359K – – –
CCM
608
Crabel Capital Management
California
$358K -$131K -374 -27%
EWA
609
EP Wealth Advisors
California
$358K – – –
PC
610
Premise Capital
Illinois
$354K +$2.51M +7,153 +84%
RG
611
Rathbones Group
United Kingdom
$352K – – –
RWA
612
RGT Wealth Advisors
Texas
$349K +$347K +989 New
PAM
613
Premier Asset Management
Illinois
$346K +$18.9K +54 +6%
NSAM
614
North Star Asset Management
Wisconsin
$345K -$92.1K -263 -21%
CBB
615
Citizens Business Bank
California
$342K – – –
WIA
616
World Investment Advisors
California
$341K +$8.76K +25 +3%
BWA
617
BlueSky Wealth Advisors
North Carolina
$341K +$13K +37 +4%
TAM
618
Tradition Asset Management
Virginia
$339K – – –
WP
619
WealthPLAN Partners
Nebraska
$336K -$262K -748 -45%
BPCE
620
Bank Pictet & Cie (Europe)
Germany
$336K -$31.5K -90 -9%
RPGK
621
Retirement Planning Group (Kansas)
Kansas
$336K -$12.3K -35 -4%
BWA
622
Burt Wealth Advisors
Maryland
$336K – – –
FNT
623
First National Trust
Pennsylvania
$336K – – –
SFWA
624
Summit Financial Wealth Advisors
Louisiana
$336K +$701 +2 +0.2%
JIR
625
James Investment Research
Ohio
$335K – – –
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