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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
SouthState Corp
Florida
$273K -$10.6K -24 -4%
SI
902
Shaker Investments
Ohio
$271K +$884 +2 +0.3%
RSA
903
River Street Advisors
Illinois
$269K +$269K +608 New
BL
904
BFSG LLC
California
$266K – – –
SFI
905
SPC Financial Inc
Maryland
$266K – – –
TWM
906
TriaGen Wealth Management
California
$266K – – –
YIA
907
YHB Investment Advisors
Connecticut
$266K – – –
MWAM
908
Manhattan West Asset Management
California
$266K +$265K +600 New
PCH
909
PGIM Custom Harvest
New Jersey
$265K +$264K +598 New
MA
910
Mutual Advisors
Nebraska
$264K +$264K +597 New
PCMC
911
Private Capital Management (Colorado)
Colorado
$264K -$63.7K -144 -19%
GT
912
Glenview Trust
Kentucky
$263K – – –
CA
913
Cortland Associates
Missouri
$262K -$54.4K -123 -17%
SEP
914
Southland Equity Partners
Missouri
$260K -$7.08K -16 -3%
MMM
915
Mendel Money Management
Illinois
$260K – – –
BFC
916
Blue Fin Capital
Rhode Island
$260K +$260K +588 New
VWA
917
V Wealth Advisors
Kansas
$260K -$7.52K -17 -3%
PRWA
918
Platte River Wealth Advisors
Colorado
$259K – – –
WIC
919
Woodmont Investment Counsel
Tennessee
$259K +$259K +585 New
CAM
920
Congress Asset Management
Massachusetts
$258K +$36.7K +83 +17%
PCMK
921
Paragon Capital Management (Kansas)
Kansas
$258K – – –
FFM
922
Forum Financial Management
Illinois
$257K – – –
KTM
923
Keeler Thomas Management
Utah
$256K +$884 +2 +0.3%
SAM
924
Summit Asset Management
Tennessee
$256K – – –
LFS
925
Legacy Financial Strategies
Kansas
$255K – – –
35 36
37
38 39