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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1176
Van Strum & Towne
California
$302K – – –
SFC
1177
Strategic Financial Concepts
Texas
$301K -$36.8K -55 -11%
BWS
1178
Broadway Wealth Solutions
Texas
$300K – – –
SF
1179
Symphony Financial
Texas
$300K +$670 +1 +0.2%
DCM
1180
Donaldson Capital Management
Indiana
$300K +$285K +426 New
FNT
1181
First Nebraska Trust
Nebraska
$299K – – –
IP
1182
Investment Partners
Ohio
$298K – – –
BWL
1183
Bogart Wealth LLC
Virginia
$297K – – –
PWPS
1184
Pinnacle Wealth Planning Services
Ohio
$297K – – –
LTL
1185
Lowery Thomas LLC
California
$296K +$670 +1 +0.2%
EM
1186
Excalibur Management
Massachusetts
$296K – – –
BTW
1187
Boston Trust Walden
Massachusetts
$295K -$151K -225 -35%
UIM
1188
Unified Investment Management
Georgia
$295K -$5.36K -8 -2%
HA
1189
Hegarty Advisors
New York
$295K +$281K +419 New
PA
1190
Powerhouse Assets
Massachusetts
$294K – – –
PIM
1191
Progressive Investment Management
Oregon
$293K -$26.1K -39 -9%
BHWM
1192
Bar Harbor Wealth Management
New Hampshire
$291K – – –
LT
1193
Legacy Trust
Michigan
$289K -$10K -15 -4%
TC
1194
Trust Company
Kansas
$289K – – –
CA
1195
Clune & Associates
Illinois
$287K -$18.8K -28 -6%
HBW
1196
Hazlett, Burt & Watson
West Virginia
$287K -$20.8K -31 -7%
SSWM
1197
Sheets Smith Wealth Management
North Carolina
$285K – – –
MAMG
1198
Milestone Asset Management Group
Connecticut
$283K +$10.7K +16 +4%
KP
1199
Keel Point
Alabama
$282K +$670 +1 +0.3%
CWM
1200
Cordatus Wealth Management
Pennsylvania
$281K – – –
46 47
48
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