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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1001
Pinnacle Bancorp
Nebraska
$264K – – –
WPC
1002
Wedmont Private Capital
Pennsylvania
$263K +$243K +524 New
JF
1003
JSF Financial
California
$262K – – –
LW
1004
Libra Wealth
California
$261K – – –
IA
1005
IFP Advisors
Florida
$260K -$50.1K -108 -17%
BTWM
1006
Baker Tilly Wealth Management
Wisconsin
$258K -$17.6K -38 -7%
AFA
1007
AA Financial Advisors
Ohio
$258K +$236K +508 New
FIC
1008
FCG Investment Company
Tennessee
$257K +$235K +507 New
HT
1009
Heritage Trust
Oklahoma
$256K +$21.8K +47 +10%
FWA
1010
FSM Wealth Advisors
Ohio
$255K -$40.9K -88 -15%
PFG
1011
PAX Financial Group
Texas
$255K – – –
BL
1012
BFSG LLC
California
$254K – – –
FFW
1013
Fusion Family Wealth
New York
$254K – – –
MW
1014
MBL Wealth
North Carolina
$254K – – –
TCPG
1015
Trivant Custom Portfolio Group
California
$253K -$929 -2 -0.4%
EIP
1016
Ellis Investment Partners
Pennsylvania
$252K +$464 +1 +0.2%
AFG
1017
Allegheny Financial Group
Pennsylvania
$252K +$20.9K +45 +10%
RMC
1018
Resources Management Corp
Connecticut
$252K -$4.64K -10 -2%
SFM
1019
Signet Financial Management
New Jersey
$252K -$55.7K -120 -19%
MCA
1020
Maryland Capital Advisors
Maryland
$251K – – –
MAM
1021
Mystic Asset Management
Rhode Island
$251K – – –
MAG
1022
MRA Advisory Group
New Jersey
$251K – – –
BWA
1023
BlueSky Wealth Advisors
North Carolina
$250K – – –
MWPCG
1024
Measured Wealth Private Client Group
New Hampshire
$248K – – –
KTM
1025
Keeler Thomas Management
Utah
$245K -$46K -99 -17%
39 40
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42 43