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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MBI
1101
May Barnhard Investments
Maryland
$300K -$31.7K -50 -9%
BL
1102
BFSG LLC
California
$299K – – –
SPA
1103
Sound Portfolio Advisors
Connecticut
$298K -$27.2K -43 -8%
TP
1104
Tranquility Partners
Tennessee
$298K – – –
SFC
1105
Strategic Financial Concepts
Texas
$297K +$305K +482 New
HWMO
1106
Heritage Wealth Management (Ohio)
Ohio
$297K +$25.3K +40 +9%
GHA
1107
Granite Harbor Advisors
Texas
$295K -$7.6K -12 -2%
CL
1108
CVFG LLC
Indiana
$293K +$301K +475 New
BHIA
1109
Birch Hill Investment Advisors
Massachusetts
$293K – – –
LSC
1110
Lesa Sroufe & Co
Washington
$290K – – –
IFA
1111
Index Fund Advisors
California
$289K -$3.17K -5 -1%
PP
1112
PDS Planning
Ohio
$289K – – –
B
1113
Bensler
Washington
$288K +$1.27K +2 +0.4%
ESB
1114
Essex Savings Bank
Connecticut
$288K – – –
CAAS
1115
Capital Asset Advisory Services
Michigan
$287K +$1.27K +2 +0.5%
RMC
1116
Resources Management Corp
Connecticut
$287K – – –
RFP
1117
Root Financial Partners
California
$287K – – –
TW
1118
ticino wealth
California
$286K – – –
GFA
1119
Gladwyn Financial Advisors
Virginia
$286K +$12.7K +20 +5%
AIM
1120
Aspen Investment Management
Michigan
$286K – – –
SC
1121
SouthState Corp
Florida
$286K – – –
WA
1122
WealthTrust Axiom
Pennsylvania
$285K -$2.54K -4 -0.9%
BRPW
1123
Ballast Rock Private Wealth
South Carolina
$285K -$46.9K -74 -14%
IAS
1124
Investment Advisory Services
Texas
$284K – – –
OBGC
1125
O'Brien Greene & Co
Pennsylvania
$284K – – –
43 44
45
46 47