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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
976
Heritage Investment Group
Florida
$308K – – –
E
977
ETFidea
New York
$308K – – –
LFS
978
Legacy Financial Strategies
Kansas
$307K – – –
AR
979
Apeiron RIA
Texas
$307K +$58.1K +108 +23%
XT
980
XTX Topco
Cayman Islands
$306K +$308K +572 New
DAC
981
Dividend Assets Capital
South Carolina
$306K – – –
PCMK
982
Paragon Capital Management (Kansas)
Kansas
$305K -$6.45K -12 -2%
IP
983
Investment Partners
Ohio
$304K – – –
EA
984
Everpar Advisors
Oklahoma
$304K +$305K +568 New
CWA
985
Clarus Wealth Advisors
Arizona
$302K -$95.7K -178 -24%
SIA
986
Schechter Investment Advisors
Michigan
$302K – – –
NAS
987
NWF Advisory Services
California
$301K -$16.1K -30 -5%
HNWAG
988
High Net Worth Advisory Group
Florida
$301K – – –
CSWM
989
Cassady Schiller Wealth Management
Ohio
$300K – – –
AIM
990
Avity Investment Management
Connecticut
$300K – – –
CA
991
CapWealth Advisors
Tennessee
$299K – – –
PCA
992
Prosperity Capital Advisors
Ohio
$297K -$215K -400 -42%
WCA
993
Waypoint Capital Advisors
Minnesota
$296K -$21.5K -40 -7%
RLIM
994
Red Lighthouse Investment Management
New York
$294K – – –
SAM
995
Summit Asset Management
Tennessee
$293K -$16.1K -30 -5%
HB
996
HTLF Bank
Colorado
$292K +$97.9K +182 +50%
CGL
997
Clarius Group LLC
Washington
$292K +$294K +546 New
RMC
998
Resources Management Corp
Connecticut
$292K – – –
AFG
999
Allegheny Financial Group
Pennsylvania
$292K -$23.7K -44 -7%
FFA
1000
First Foundation Advisors
California
$291K -$83.3K -155 -22%
38 39
40
41 42