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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1026
KWMG LLC
Kansas
$283K -$9.84K -19 -4%
AFA
1027
AA Financial Advisors
Ohio
$283K – – –
HT
1028
Heritage Trust
Oklahoma
$280K – – –
DWA
1029
Delap Wealth Advisory
Oregon
$280K -$261K -503 -50%
BL
1030
BFSG LLC
California
$278K – – –
FFW
1031
Fusion Family Wealth
New York
$278K – – –
MW
1032
MBL Wealth
North Carolina
$278K – – –
PFG
1033
PAX Financial Group
Texas
$278K – – –
GCIM
1034
Gunn & Company Investment Management
Florida
$278K -$188K -362 -42%
QCM
1035
QRG Capital Management
Illinois
$277K +$36.8K +71 +17%
SFM
1036
Signet Financial Management
New Jersey
$276K – – –
MCA
1037
Maryland Capital Advisors
Maryland
$275K – – –
MAG
1038
MRA Advisory Group
New Jersey
$275K – – –
BC
1039
Burney Company
Virginia
$273K +$254K +490 New
MWPCG
1040
Measured Wealth Private Client Group
New Hampshire
$272K – – –
CWS
1041
Cypress Wealth Services
California
$270K +$251K +485 New
CAM
1042
Congress Asset Management
Massachusetts
$269K -$1.09M -2,111 -81%
VT
1043
Vise Technologies
New York
$269K +$250K +483 New
HWP
1044
Heritage Wealth Partners
Ohio
$267K – – –
EIP
1045
Ellis Investment Partners
Pennsylvania
$266K -$10.4K -20 -4%
BHIA
1046
Birch Hill Investment Advisors
Massachusetts
$266K – – –
LWA
1047
Lantern Wealth Advisors
New York
$265K +$14K +27 +6%
GIM
1048
Guild Investment Management
California
$264K +$246K +475 New
HDIM
1049
Hanson & Doremus Investment Management
Vermont
$264K – – –
LSC
1050
Lesa Sroufe & Co
Washington
$262K – – –
40 41
42
43 44