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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
976
Brown Miller Wealth Management
Virginia
$218K – – –
BCM
977
Brookmont Capital Management
Texas
$217K – – –
FFA
978
First Foundation Advisors
California
$217K – – –
TCB
979
Texas Capital Bancshares
Texas
$217K – – –
PL
980
Plancorp LLC
Missouri
$215K – – –
BC
981
Burney Company
Virginia
$215K +$211K +415 New
EAM
982
Empirical Asset Management
Massachusetts
$215K +$212K +416 New
FI
983
Financial Insights
Washington
$214K +$211K +414 New
HIM
984
Harbour Investment Management
Washington
$214K +$211K +414 New
BHTS
985
Bar Harbor Trust Services
Maine
$212K +$208K +409 New
CWM
986
Cordatus Wealth Management
Pennsylvania
$212K +$209K +410 New
EP
987
EPIQ Partners
Minnesota
$212K +$209K +410 New
VCM
988
Vision Capital Management
Oregon
$212K +$209K +410 New
RPCONE
989
Retirement Planning Company of New England
Rhode Island
$210K +$207K +406 New
WA
990
WealthTrust Axiom
Pennsylvania
$210K +$207K +406 New
CWS
991
Confluence Wealth Services
Pennsylvania
$210K +$207K +407 New
GAB
992
German American Bancorp
Indiana
$209K +$206K +404 New
AFS
993
AFG Fiduciary Services
Massachusetts
$208K +$204K +401 New
RWM
994
Rockwood Wealth Management
Pennsylvania
$207K +$204K +400 New
BL
995
BFSG LLC
California
$207K +$204K +400 New
PWP
996
Pursue Wealth Partners
California
$207K +$204K +400 New
GIM
997
Grassi Investment Management
California
$204K +$200K +394 New
KCM
998
Karp Capital Management
California
$204K +$200K +394 New
TCM
999
Telos Capital Management
California
$204K +$201K +395 New
AIA
1000
Alera Investment Advisors
Illinois
$203K +$200K +393 New
38 39
40
41 42