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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1126
Tradition Wealth Management
Minnesota
$248K – – –
B
1127
Bensler
Washington
$248K – – –
IP
1128
Isthmus Partners
Wisconsin
$248K – – –
CICC
1129
Capital Investment Counsel (Colorado)
Colorado
$248K +$264K +465 New
RFP
1130
Root Financial Partners
California
$248K – – –
NFG
1131
Nations Financial Group
Iowa
$248K +$2.84K +5 +1%
JFGLC
1132
Johnson Financial Group LLC (Colorado)
Colorado
$247K +$263K +463 New
IAS
1133
Investment Advisory Services
Texas
$245K – – –
OBGC
1134
O'Brien Greene & Co
Pennsylvania
$245K – – –
KP
1135
Keel Point
Alabama
$245K -$23.8K -42 -8%
ACI
1136
Alpha Cubed Investments
California
$245K +$568 +1 +0.2%
AFG
1137
Allegheny Financial Group
Pennsylvania
$241K -$24.4K -43 -9%
GWANC
1138
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K – – –
WIM
1139
Westside Investment Management
California
$241K – – –
EF
1140
Exeter Financial
Arizona
$240K – – –
AWA
1141
Aquire Wealth Advisors
Utah
$240K +$2.84K +5 +1%
CWG
1142
Cornerstone Wealth Group
North Carolina
$239K – – –
FPGK
1143
Financial Partners Group (Kansas)
Kansas
$239K – – –
FPF
1144
First Pacific Financial
Washington
$239K +$1.14K +2 +0.4%
AWM
1145
Avior Wealth Management
Nebraska
$239K -$82.3K -145 -24%
EM
1146
Excalibur Management
Massachusetts
$238K – – –
PSCM
1147
Per Stirling Capital Management
Texas
$238K -$43.1K -76 -15%
IWA
1148
Inspirion Wealth Advisors
Illinois
$237K – – –
OIM
1149
Oder Investment Management
California
$236K – – –
PCH
1150
PGIM Custom Harvest
New Jersey
$236K +$25K +44 +11%
44 45
46
47 48