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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1051
Marcum Wealth
Ohio
– -$459K -934 Closed
ARC
1052
Advisor Resource Council
Texas
– -$409K -832 Closed
BOS
1053
Bank of Stockton
California
– -$356K -725 Closed
SWA
1054
Sightline Wealth Advisors
Connecticut
– -$281K -572 Closed
LSAG
1055
Lake Street Advisors Group
New Hampshire
– -$269K -538 Closed
FSA
1056
Financial Services Advisory
Maryland
– -$262K -534 Closed
JWCA
1057
J.W. Coons Advisors
Ohio
– -$258K -526 Closed
WLPWM
1058
Walled Lake Planning & Wealth Management
Illinois
– -$252K -513 Closed
OPS
1059
Orion Portfolio Solutions
Nebraska
– -$249K -508 Closed
FDCC
1060
Foster Dykema Cabot & Co
Massachusetts
– -$246K -500 Closed
EA
1061
Ellsworth Advisors
Ohio
– -$225K -459 Closed
FIG
1062
FundX Investment Group
California
– -$5.17M -448 Closed
SXL
1063
Summit X LLC
Missouri
– -$218K -446 Closed
AFM
1064
Andesa Financial Management
Pennsylvania
– -$207K -423 Closed
BC
1065
Burney Company
Virginia
– -$204K -415 Closed
FI
1066
Financial Insights
Washington
– -$203K -414 Closed
HIM
1067
Harbour Investment Management
Washington
– -$203K -414 Closed
DAS
1068
Dynamic Advisor Solutions
Arizona
– -$202K -411 Closed
EP
1069
EPIQ Partners
Minnesota
– -$201K -410 Closed
VCM
1070
Vision Capital Management
Oregon
– -$201K -410 Closed
BHTS
1071
Bar Harbor Trust Services
Maine
– -$201K -409 Closed
WP
1072
WealthShield Partners
North Carolina
– -$169K -345 Closed
PGWM
1073
Parisi Gray Wealth Management
New Jersey
– -$141K -288 Closed
GAM
1074
Gemmer Asset Management
California
– -$25K -50 Closed
RDWM
1075
Red Door Wealth Management
Tennessee
– -$24K -50 Closed
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