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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1126
Sheets Smith Wealth Management
North Carolina
$231K – – –
MWS
1127
Maxwell Wealth Strategies
California
$231K – – –
ARA
1128
Alexander Randolph Advisory
Virginia
$230K – – –
TCPG
1129
Trivant Custom Portfolio Group
California
$230K -$19.3K -35 -8%
GIM
1130
Grassi Investment Management
California
$229K +$551 +1 +0.2%
BCAM
1131
Boston Common Asset Management
Massachusetts
$228K – – –
CWM
1132
Cordatus Wealth Management
Pennsylvania
$228K – – –
CV
1133
Counterweight Ventures
North Carolina
$228K – – –
PWP
1134
Pursue Wealth Partners
California
$228K – – –
RWM
1135
Rockwood Wealth Management
Pennsylvania
$228K – – –
HC
1136
Hoese & Co
Minnesota
$228K -$16.5K -30 -7%
PCH
1137
PGIM Custom Harvest
New Jersey
$227K – – –
FAT
1138
First American Trust
California
$227K +$219K +398 New
HCM
1139
Hengehold Capital Management
Ohio
$226K +$219K +397 New
GAA
1140
Global Assets Advisory
Florida
$226K +$220K +400 New
TP
1141
Tranquility Partners
Tennessee
$223K -$14.3K -26 -6%
IWP
1142
IAG Wealth Partners
Wisconsin
$223K +$65.6K +119 +44%
OCM
1143
Objective Capital Management
Ohio
$223K +$216K +392 New
AP
1144
Atwood & Palmer
Missouri
$223K – – –
LA
1145
Lane & Associates
New Jersey
$222K -$14.3K -26 -6%
SFWA
1146
Summit Financial Wealth Advisors
Louisiana
$221K +$551 +1 +0.3%
PRWA
1147
Platte River Wealth Advisors
Colorado
$219K – – –
PCMF
1148
Private Capital Management (Florida)
Florida
$219K – – –
VCM
1149
Virtue Capital Management
Tennessee
$219K +$212K +384 New
NHC
1150
Nicholas Hoffman & Company
Georgia
$218K – – –
44 45
46
47 48