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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1126
Excalibur Management
Massachusetts
$253K – – –
PSCM
1127
Per Stirling Capital Management
Texas
$252K – – –
IWA
1128
Inspirion Wealth Advisors
Illinois
$252K – – –
OIM
1129
Oder Investment Management
California
$251K – – –
HWMO
1130
Heritage Wealth Management (Ohio)
Ohio
$249K – – –
IWM
1131
IHT Wealth Management
Illinois
$249K -$15K -28 -6%
S
1132
SignatureFD
Georgia
$247K -$83.2K -155 -26%
SF
1133
Symphony Financial
Texas
$247K +$229K +426 New
VCM
1134
Vivaldi Capital Management
Illinois
$247K +$537 +1 +0.2%
FA
1135
Fermata Advisors
California
$246K +$537 +1 +0.2%
CA
1136
Clune & Associates
Illinois
$246K +$233K +435 New
IC
1137
Inscription Capital
Texas
$245K +$232K +433 New
CAAS
1138
Capital Asset Advisory Services
Michigan
$244K – – –
WMA
1139
William Mack & Associates
Michigan
$244K – – –
FPF
1140
First Pacific Financial
Washington
$244K -$9.12K -17 -4%
FPW
1141
Flagship Private Wealth
Massachusetts
$244K -$23.6K -44 -9%
VST
1142
Van Strum & Towne
California
$244K – – –
FDCDDQ
1143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K – – –
GFA
1144
Gladwyn Financial Advisors
Virginia
$242K +$230K +428 New
BWS
1145
Broadway Wealth Solutions
Texas
$242K – – –
FNT
1146
First Nebraska Trust
Nebraska
$241K – – –
UIM
1147
Unified Investment Management
Georgia
$241K – – –
FWA
1148
FSM Wealth Advisors
Ohio
$240K -$12.3K -23 -5%
TI
1149
Trexquant Investment
Connecticut
$238K -$250K -465 -52%
CG
1150
Cynosure Group
Utah
$238K – – –
44 45
46
47 48