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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
926
New England Asset Management
Connecticut
$263K – – –
HIG
927
Heritage Investment Group
Florida
$263K – – –
CCM
928
Carlson Capital Management
Minnesota
$263K – – –
DAC
929
Dividend Assets Capital
South Carolina
$261K – – –
SC
930
SouthState Corp
Florida
$261K -$21.6K -45 -7%
MWAM
931
Manhattan West Asset Management
California
$260K – – –
SFC
932
Strategic Financial Concepts
Texas
$260K +$59.9K +125 +28%
IP
933
Investment Partners
Ohio
$259K – – –
IP
934
Isthmus Partners
Wisconsin
$258K – – –
HNWAG
935
High Net Worth Advisory Group
Florida
$257K – – –
LFS
936
Legacy Financial Strategies
Kansas
$256K – – –
E
937
ETFidea
New York
$256K – – –
CSWM
938
Cassady Schiller Wealth Management
Ohio
$256K +$269K +561 New
AIM
939
Avity Investment Management
Connecticut
$256K – – –
SFG
940
SNS Financial Group
Minnesota
$255K +$266K +556 New
CASB
941
Cape Ann Savings Bank
Massachusetts
$254K -$40.3K -84 -13%
AGC
942
Aspen Grove Capital
Colorado
$254K +$6.23K +13 +2%
WCA
943
Waypoint Capital Advisors
Minnesota
$253K – – –
SEP
944
Southland Equity Partners
Missouri
$252K +$479 +1 +0.2%
CA
945
CapWealth Advisors
Tennessee
$252K +$5.75K +12 +2%
RLIM
946
Red Lighthouse Investment Management
New York
$251K – – –
BTWM
947
Baker Tilly Wealth Management
Wisconsin
$249K -$449K -937 -63%
ANBT
948
American National Bank & Trust
Texas
$248K – – –
FFA
949
First Foundation Advisors
California
$248K – – –
PSCM
950
Per Stirling Capital Management
Texas
$246K – – –
36 37
38
39 40