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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
1101
Vantage Financial Partners (Wisconsin)
Wisconsin
$228K +$4.14K +8 +2%
CG
1102
Cynosure Group
Utah
$227K – – –
MAS
1103
Madden Advisory Services
Florida
$226K – – –
AMIM
1104
Aull & Monroe Investment Management
Alabama
$226K – – –
RFP
1105
Root Financial Partners
California
$225K +$210K +405 New
ARA
1106
Alexander Randolph Advisory
Virginia
$225K – – –
WAM
1107
WNY Asset Management
New York
$225K +$209K +404 New
ERIM
1108
Eagle Ridge Investment Management
Connecticut
$224K +$208K +402 New
CWM
1109
Cordatus Wealth Management
Pennsylvania
$223K -$629K -1,215 -75%
BCAM
1110
Boston Common Asset Management
Massachusetts
$223K – – –
GIM
1111
Grassi Investment Management
California
$223K +$518 +1 +0.3%
CFD
1112
Creative Financial Designs
Indiana
$223K +$5.7K +11 +3%
BPCE
1113
Bank Pictet & Cie (Europe)
Germany
$223K – – –
CV
1114
Counterweight Ventures
North Carolina
$223K – – –
PWP
1115
Pursue Wealth Partners
California
$223K – – –
RWM
1116
Rockwood Wealth Management
Pennsylvania
$223K – – –
EAM
1117
Empirical Asset Management
Massachusetts
$222K +$207K +400 New
PCH
1118
PGIM Custom Harvest
New Jersey
$221K +$206K +398 New
WPIC
1119
White Pine Investment Company
Michigan
$221K -$870K -1,679 -81%
WA
1120
Wambolt & Associates
Colorado
$221K – – –
GAA
1121
Global Assets Advisory
Florida
$221K +$207K +400 New
CFP
1122
Catalyst Financial Partners
Massachusetts
$219K – – –
AAG
1123
Accordant Advisory Group
Maryland
$219K +$204K +394 New
OCM
1124
Objective Capital Management
Ohio
$217K +$202K +389 New
MWS
1125
Maxwell Wealth Strategies
California
$216K +$207K +400 New
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45
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