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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1076
Root Financial Partners
California
$264K +$28.1K +51 +12%
ESB
1077
Essex Savings Bank
Connecticut
$264K – – –
EAM
1078
Empirical Asset Management
Massachusetts
$264K +$34.7K +63 +16%
LAM
1079
Lewis Asset Management
California
$264K -$35.3K -64 -12%
CWM
1080
Concentric Wealth Management
California
$262K – – –
IAS
1081
Investment Advisory Services
Texas
$262K – – –
OBGC
1082
O'Brien Greene & Co
Pennsylvania
$262K – – –
PI
1083
Pachira Investments
California
$260K -$25.9K -47 -9%
IC
1084
Inscription Capital
Texas
$258K +$551 +1 +0.2%
SFO
1085
Stokes Family Office
Louisiana
$257K +$249K +452 New
SRC
1086
Shufro Rose & Co
New York
$257K – – –
EF
1087
Exeter Financial
Arizona
$256K – – –
GWP
1088
Gateway Wealth Partners
Wisconsin
$256K – – –
FHC
1089
First Heartland Consultants
Missouri
$256K -$11.3M -20,454 -98%
CWG
1090
Cornerstone Wealth Group
North Carolina
$255K – – –
FPGK
1091
Financial Partners Group (Kansas)
Kansas
$255K – – –
EM
1092
Excalibur Management
Massachusetts
$255K – – –
CG
1093
Cynosure Group
Utah
$254K +$20.9K +38 +9%
PP
1094
Patten & Patten
Tennessee
$253K -$5.51K -10 -2%
IWA
1095
Inspirion Wealth Advisors
Illinois
$253K +$13.8K +25 +6%
AWA
1096
Aquire Wealth Advisors
Utah
$253K – – –
RPGK
1097
Retirement Planning Group (Kansas)
Kansas
$253K – – –
WIM
1098
Westside Investment Management
California
$253K – – –
OIM
1099
Oder Investment Management
California
$252K – – –
LL
1100
LWMG LLC
Minnesota
$251K – – –
42 43
44
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