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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1226
Westside Investment Management
California
$267K – – –
FHC
1227
First Heartland Consultants
Missouri
$267K +$254K +379 New
CFD
1228
Creative Financial Designs
Indiana
$265K +$33.5K +50 +15%
CWS
1229
Confluence Wealth Services
Pennsylvania
$265K – – –
AC
1230
Arjuna Capital
North Carolina
$264K – – –
JLBC
1231
J.L. Bainbridge & Co
Florida
$264K – – –
SFO
1232
Stokes Family Office
Louisiana
$264K +$2.01K +3 +0.8%
FBB
1233
Fulton Breakefield Broenniman
Maryland
$263K – – –
TH
1234
Team Hewins
California
$263K – – –
OCM
1235
Orion Capital Management
California
$263K – – –
PCMK
1236
Paragon Capital Management (Kansas)
Kansas
$262K -$128K -191 -34%
VP
1237
Verum Partners
North Carolina
$261K +$248K +371 New
PP
1238
Patten & Patten
Tennessee
$260K – – –
WCG
1239
Weaver Consulting Group
California
$260K +$248K +370 New
JC
1240
Jacobs & Co
California
$260K – – –
FF
1241
Financial Futures
New Jersey
$259K – – –
EA
1242
Enclave Advisors
Texas
$257K – – –
MCA
1243
Magnolia Capital Advisors
Mississippi
$257K – – –
PWP
1244
Pursue Wealth Partners
California
$257K – – –
WP
1245
WealthShield Partners
North Carolina
$257K -$18.8K -28 -7%
CHIA
1246
Copper Harbor Investment Advisors
Wisconsin
$256K +$244K +364 New
FFA
1247
First Foundation Advisors
California
$255K – – –
TWM
1248
Tradition Wealth Management
Minnesota
$254K – – –
SCA
1249
Sandy Cove Advisors
Massachusetts
$254K +$242K +361 New
RI
1250
Ruggiero Investments
Florida
$253K -$22.1K -33 -8%
48 49
50
51 52