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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
976
Sunpointe
Missouri
$395K +$586 +1 +0.1%
RW
977
REDW Wealth
New Mexico
$395K -$61.5K -105 -13%
CT
978
Colonial Trust
South Carolina
$393K -$33.4K -57 -8%
C
979
Certuity
Florida
$392K -$586 -1 -0.1%
HWA
980
Heartwood Wealth Advisors
Virginia
$392K +$16.4K +28 +4%
TSWM
981
Tyler-Stone Wealth Management
Ohio
$392K – – –
SMA
982
Seven Mile Advisory
New Jersey
$391K – – –
BFC
983
Bedel Financial Consulting
Indiana
$390K – – –
RA
984
Rise Advisors
New York
$388K +$24.6K +42 +7%
GIA
985
Guyasuta Investment Advisors
Pennsylvania
$385K +$586 +1 +0.1%
FMII
986
Farmers & Merchants Investments Inc
Nebraska
$384K – – –
EWA
987
Evolution Wealth Advisors
Florida
$384K +$396K +675 New
OCM
988
Orion Capital Management
California
$384K – – –
RSWM
989
Robertson Stephens Wealth Management
California
$381K -$103K -176 -21%
PAMG
990
Patton Albertson Miller Group
Tennessee
$380K – – –
GPA
991
Guidance Point Advisors
Massachusetts
$380K +$14.7K +25 +4%
SC
992
Sapient Capital
Indiana
$378K +$28.7K +49 +8%
HSA
993
HBK Sorce Advisory
Pennsylvania
$376K -$586 -1 -0.2%
FFB
994
First Financial Bankshares
Texas
$374K +$1.76K +3 +0.5%
CCA
995
Clearwater Capital Advisors
Illinois
$374K – – –
CS
996
Cannell & Spears
New York
$373K – – –
LNB
997
Ledyard National Bank
$372K -$13.5K -23 -3%
FFM
998
Forum Financial Management
Illinois
$370K – – –
DL
999
DOHJ LLC
Washington
$370K – – –
RA
1000
Ruggaard & Associates
Ohio
$370K – – –
38 39
40
41 42