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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Steinberganna Wealth Management
New York
$485K +$1.34K +2 +0.3%
JFG
1002
JDM Financial Group
Texas
$485K -$17.6M -26,271 -97%
HWA
1003
Heartwood Wealth Advisors
Virginia
$484K – – –
AFO
1004
Arrowroot Family Office
California
$483K +$52.2K +78 +13%
BFC
1005
Bedel Financial Consulting
Indiana
$483K – – –
CWA
1006
CM Wealth Advisors
Ohio
$483K – – –
CFS
1007
CRA Financial Services
New Jersey
$482K -$24.1K -36 -5%
CAI
1008
Capital Advisors Inc
Oklahoma
$480K – – –
RPCONE
1009
Retirement Planning Company of New England
Rhode Island
$480K -$3.35K -5 -0.7%
NDSI
1010
Newman Dignan & Sheerar Inc
Rhode Island
$479K – – –
CT
1011
Colonial Trust
South Carolina
$479K -$3.35K -5 -0.7%
CAM
1012
Carret Asset Management
New York
$475K – – –
SWM
1013
Selby Wealth Management
California
$474K -$15.4K -23 -3%
CFS
1014
Commonwealth Financial Services
West Virginia
$474K -$6.7K -10 -1%
KOC
1015
Koss-Olinger Consulting
Florida
$474K -$534K -798 -54%
MO
1016
McMillan Office
Michigan
$471K – – –
BFAG
1017
Blackston Financial Advisory Group
Florida
$468K -$2.01K -3 -0.4%
WA
1018
Wealth Architects
California
$468K – – –
CCA
1019
Clearwater Capital Advisors
Illinois
$466K – – –
FFB
1020
First Financial Bankshares
Texas
$460K – – –
CS
1021
Cannell & Spears
New York
$457K -$3.35K -5 -0.8%
WIC
1022
Wilkins Investment Counsel
Massachusetts
$457K – – –
OWA
1023
ORBA Wealth Advisors
Illinois
$453K -$383K -572 -47%
ACM
1024
Ayrshire Capital Management
Connecticut
$452K -$16.7K -25 -4%
CLIP
1025
Colter Lewis Investment Partners
Connecticut
$451K – – –
39 40
41
42 43