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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
976
Compass Planning Associates
Massachusetts
$510K +$485K +725 New
RB
977
Rodgers Brothers
Pennsylvania
$510K – – –
WWMSC
978
Wagner Wealth Management (South Carolina)
South Carolina
$508K – – –
HIM
979
Harbour Investment Management
Washington
$507K -$67K -100 -12%
DG
980
Diesslin Group
Texas
$506K -$6.7K -10 -1%
CAL
981
Capital Advisors Ltd
Ohio
$505K – – –
MW
982
Marrick Wealth
California
$503K +$152K +227 +47%
FMB
983
Field & Main Bank
Kentucky
$502K – – –
EG
984
Ellerson Group
Maryland
$500K -$2.68K -4 -0.6%
LC
985
Lawood & Co
Pennsylvania
$499K – – –
TAFW
986
Tred Avon Family Wealth
Maryland
$497K – – –
GIA
987
Gladstone Institutional Advisory
Florida
$497K -$18.8K -28 -4%
CPWL
988
Coquina Private Wealth LLC
Florida
$497K – – –
NF
989
Napier Financial
Massachusetts
$496K – – –
AA
990
Ancora Advisors
Ohio
$496K -$56.9K -85 -11%
SIC
991
Sigma Investment Counselors
Michigan
$495K – – –
FGWP
992
Founders Grove Wealth Partners
Virginia
$495K – – –
HPBT
993
Hickory Point Bank & Trust
Illinois
$494K – – –
CFP
994
Catalyst Financial Partners
Massachusetts
$492K – – –
WPW
995
Watershed Private Wealth
Illinois
$492K – – –
WP
996
WealthPLAN Partners
Nebraska
$491K +$10K +15 +2%
BAMG
997
Brand Asset Management Group
Missouri
$487K -$5.36K -8 -1%
KMWM
998
Keudell/Morrison Wealth Management
Oregon
$487K +$6.7K +10 +1%
IIM
999
InTrack Investment Management
Vermont
$486K -$132K -197 -22%
AL
1000
ARWA LLC
Texas
$486K – – –
38 39
40
41 42