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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
976
Catalyst Financial Partners
Massachusetts
$431K – – –
SWM
977
Selby Wealth Management
California
$430K -$5.7K -9 -1%
WPC
978
Waters Parkerson & Co
Louisiana
$426K – – –
TNA
979
True North Advisors
Texas
$425K +$437K +689 New
SWM
980
Steinberganna Wealth Management
New York
$424K +$1.27K +2 +0.3%
HWA
981
Heartwood Wealth Advisors
Virginia
$424K – – –
RYIA
982
Roehl & Yi Investment Advisors
Oregon
$424K +$53.9K +85 +14%
RPCONE
983
Retirement Planning Company of New England
Rhode Island
$424K -$6.34K -10 -1%
BFC
984
Bedel Financial Consulting
Indiana
$424K – – –
CWA
985
CM Wealth Advisors
Ohio
$424K – – –
CT
986
Colonial Trust
South Carolina
$423K -$1.9K -3 -0.4%
CFS
987
Commonwealth Financial Services
West Virginia
$422K -$9.51K -15 -2%
WP
988
WealthPLAN Partners
Nebraska
$421K -$305K -482 -41%
CAI
989
Capital Advisors Inc
Oklahoma
$421K – – –
EF
990
Empowered Funds
Pennsylvania
$421K +$432K +682 New
KMWM
991
Keudell/Morrison Wealth Management
Oregon
$421K +$15.2K +24 +4%
NDSI
992
Newman Dignan & Sheerar Inc
Rhode Island
$420K – – –
TF
993
Trek Financial
Arizona
$419K +$431K +680 New
GSAM
994
Grant Street Asset Management
Pennsylvania
$418K +$430K +678 New
PA
995
PFG Advisors
Arizona
$417K -$28.5K -45 -6%
CAM
996
Carret Asset Management
New York
$416K – – –
SWP
997
Strategic Wealth Partners
Ohio
$414K +$58.3K +92 +16%
MO
998
McMillan Office
Michigan
$413K – – –
BFAG
999
Blackston Financial Advisory Group
Florida
$413K -$94.4K -149 -18%
ACM
1000
Ayrshire Capital Management
Connecticut
$411K – – –
38 39
40
41 42