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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1101
Finivi Inc
Massachusetts
$286K +$294K +502 New
KP
1102
Keel Point
Alabama
$286K +$75.6K +129 +35%
FFW
1103
Fusion Family Wealth
New York
$285K – – –
MW
1104
MBL Wealth
North Carolina
$285K – – –
PFG
1105
PAX Financial Group
Texas
$285K – – –
MMM
1106
Mendel Money Management
Illinois
$284K -$14.1K -24 -5%
AF
1107
Apexium Financial
Texas
$283K -$2.93K -5 -1%
MW
1108
Marcum Wealth
Ohio
$283K -$1.76K -3 -0.6%
WA
1109
Wambolt & Associates
Colorado
$283K – – –
BOJHT
1110
Bank of Jackson Hole Trust
Wyoming
$283K +$291K +496 New
AFG
1111
Allegheny Financial Group
Pennsylvania
$282K +$6.45K +11 +2%
MAG
1112
MRA Advisory Group
New Jersey
$281K – – –
BWA
1113
BlueSky Wealth Advisors
North Carolina
$281K – – –
DFA
1114
Davies Financial Advisors
California
$280K -$23.4K -40 -8%
BC
1115
Burney Company
Virginia
$279K – – –
BL
1116
BFSG LLC
California
$276K – – –
CWS
1117
Cypress Wealth Services
California
$276K – – –
LWA
1118
Lantern Wealth Advisors
New York
$273K +$586 +1 +0.2%
BHIA
1119
Birch Hill Investment Advisors
Massachusetts
$272K – – –
RIG
1120
RiverFront Investment Group
Virginia
$272K +$280K +477 New
MCA
1121
Maryland Capital Advisors
Maryland
$271K -$8.79K -15 -3%
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$271K – – –
IWM
1123
IHT Wealth Management
Illinois
$271K -$301K -514 -52%
CBB
1124
Citizens Business Bank
California
$271K – – –
EAM
1125
Empirical Asset Management
Massachusetts
$270K +$5.86K +10 +2%
43 44
45
46 47