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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1176
Smithbridge Asset Management
Pennsylvania
$306K – – –
IC
1177
Inscription Capital
Texas
$306K +$670 +1 +0.2%
PSCM
1178
Per Stirling Capital Management
Texas
$303K -$9.38K -14 -3%
WMA
1179
William Mack & Associates
Michigan
$303K +$289K +431 New
VST
1180
Van Strum & Towne
California
$302K – – –
SFC
1181
Strategic Financial Concepts
Texas
$301K -$36.8K -55 -11%
BWS
1182
Broadway Wealth Solutions
Texas
$300K – – –
SF
1183
Symphony Financial
Texas
$300K +$670 +1 +0.2%
DCM
1184
Donaldson Capital Management
Indiana
$300K +$285K +426 New
FNT
1185
First Nebraska Trust
Nebraska
$299K – – –
IP
1186
Investment Partners
Ohio
$298K – – –
BWL
1187
Bogart Wealth LLC
Virginia
$297K – – –
PWPS
1188
Pinnacle Wealth Planning Services
Ohio
$297K – – –
LTL
1189
Lowery Thomas LLC
California
$296K +$670 +1 +0.2%
EM
1190
Excalibur Management
Massachusetts
$296K – – –
BTW
1191
Boston Trust Walden
Massachusetts
$295K -$151K -225 -35%
UIM
1192
Unified Investment Management
Georgia
$295K -$5.36K -8 -2%
HA
1193
Hegarty Advisors
New York
$295K +$281K +419 New
PA
1194
Powerhouse Assets
Massachusetts
$294K – – –
PIM
1195
Progressive Investment Management
Oregon
$293K -$26.1K -39 -9%
BHWM
1196
Bar Harbor Wealth Management
New Hampshire
$291K – – –
LT
1197
Legacy Trust
Michigan
$289K -$10K -15 -4%
TC
1198
Trust Company
Kansas
$289K – – –
CA
1199
Clune & Associates
Illinois
$287K -$18.8K -28 -6%
HBW
1200
Hazlett, Burt & Watson
West Virginia
$287K -$20.8K -31 -7%
46 47
48
49 50