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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1076
Exeter Financial
Arizona
$241K – – –
GWP
1077
Gateway Wealth Partners
Wisconsin
$241K – – –
WIM
1078
Westside Investment Management
California
$241K – – –
CWG
1079
Cornerstone Wealth Group
North Carolina
$240K – – –
FPGK
1080
Financial Partners Group (Kansas)
Kansas
$240K – – –
EM
1081
Excalibur Management
Massachusetts
$239K -$5.38K -10 -2%
AWA
1082
Aquire Wealth Advisors
Utah
$238K – – –
RPGK
1083
Retirement Planning Group (Kansas)
Kansas
$238K – – –
OIM
1084
Oder Investment Management
California
$237K – – –
LL
1085
LWMG LLC
Minnesota
$236K – – –
SC
1086
SouthState Corp
Florida
$235K – – –
HC
1087
Hoese & Co
Minnesota
$235K -$32.3K -60 -12%
TCPG
1088
Trivant Custom Portfolio Group
California
$234K – – –
JWCA
1089
J.W. Coons Advisors
Ohio
$234K – – –
NW
1090
Naviter Wealth
Arkansas
$233K – – –
VST
1091
Van Strum & Towne
California
$230K – – –
KAH
1092
Kathryn A. Hall
$230K – – –
HWMO
1093
Heritage Wealth Management (Ohio)
Ohio
$230K +$233K +434 New
VFPW
1094
Vantage Financial Partners (Wisconsin)
Wisconsin
$229K +$10.2K +19 +5%
FFA
1095
Founders Financial Alliance
North Carolina
$228K +$230K +427 New
MAS
1096
Madden Advisory Services
Florida
$228K +$10.2K +19 +5%
SF
1097
Symphony Financial
Texas
$227K – – –
PMG
1098
ProVise Management Group
Florida
$227K -$57.5K -107 -20%
FNT
1099
First Nebraska Trust
Nebraska
$227K – – –
CFP
1100
Catalyst Financial Partners
Massachusetts
$227K – – –
42 43
44
45 46