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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1201
PGIM Custom Harvest
New Jersey
$227K – – –
HCM
1202
Hengehold Capital Management
Ohio
$226K – – –
KWM
1203
Kolinsky Wealth Management
New Jersey
$226K +$233K +397 New
CWS
1204
Confluence Wealth Services
Pennsylvania
$226K – – –
OCM
1205
Objective Capital Management
Ohio
$224K +$586 +1 +0.3%
IWP
1206
IAG Wealth Partners
Wisconsin
$223K – – –
TP
1207
Tranquility Partners
Tennessee
$223K – – –
FIB
1208
First Interstate Bank
Montana
$221K +$227K +388 New
PCMF
1209
Private Capital Management (Florida)
Florida
$219K – – –
RFG
1210
RFP Financial Group
Georgia
$219K +$226K +385 New
NHC
1211
Nicholas Hoffman & Company
Georgia
$218K – – –
BIM
1212
Breakwater Investment Management
Washington
$216K – – –
SWM
1213
SeaCrest Wealth Management
New York
$216K – – –
VCM
1214
Vivaldi Capital Management
Illinois
$216K -$6.45K -11 -3%
HPC
1215
Hobart Private Capital
North Carolina
$215K +$222K +378 New
OCPWS
1216
One Charles Private Wealth Services
Massachusetts
$215K – – –
FFG
1217
Fortem Financial Group
California
$214K – – –
AP
1218
Atwood & Palmer
Missouri
$212K -$11.1K -19 -5%
SFO
1219
Stokes Family Office
Louisiana
$212K -$46.9K -80 -18%
NIM
1220
Northeast Investment Management
Massachusetts
$212K – – –
BW
1221
BostonPremier Wealth
Massachusetts
$211K +$217K +370 New
JC
1222
Jacobs & Co
California
$210K – – –
YIA
1223
YHB Investment Advisors
Connecticut
$210K – – –
ADL
1224
Asset Dedication LLC
California
$209K – – –
RBFC
1225
Roman Butler Fullerton & Co
Missouri
$208K +$206K +352 New
47 48
49
50 51