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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1226
Quadrant Capital Group
Ohio
$226K +$43.1K +72 +24%
FBB
1227
Fulton Breakefield Broenniman
Maryland
$226K -$89.7K -150 -29%
OCM
1228
Orion Capital Management
California
$225K -$179K -300 -45%
MAMG
1229
Milestone Asset Management Group
Connecticut
$225K +$223K +373 New
JC
1230
JB Capital
Connecticut
$225K +$223K +373 New
AP
1231
Atwood & Palmer
Missouri
$225K – – –
NIM
1232
Northeast Investment Management
Massachusetts
$224K – – –
SFO
1233
Stokes Family Office
Louisiana
$224K – – –
PP
1234
Patten & Patten
Tennessee
$223K – – –
JC
1235
Jacobs & Co
California
$223K – – –
SPWM
1236
Smith Partners Wealth Management
North Carolina
$221K +$220K +367 New
OCM
1237
One Capital Management
California
$221K -$548K -916 -72%
PWP
1238
Pursue Wealth Partners
California
$220K – – –
MAS
1239
Madden Advisory Services
Florida
$220K – – –
MAM
1240
Mystic Asset Management
Rhode Island
$220K – – –
FFA
1241
First Foundation Advisors
California
$219K +$10.8K +18 +5%
FF
1242
Financial Futures
New Jersey
$218K -$31.1K -52 -13%
TWM
1243
Tradition Wealth Management
Minnesota
$218K – – –
AWM
1244
Accurate Wealth Management
Florida
$217K +$207K +346 New
LK
1245
Lumbard & Kellner
New Hampshire
$217K – – –
SI
1246
Stonekeep Investments
New Mexico
$217K – – –
MFG
1247
Magnus Financial Group
New York
$217K -$22.1K -37 -9%
JMFC
1248
J.M. Forbes & Co
Massachusetts
$216K +$12K +20 +6%
SFWC
1249
Strategic Family Wealth Counselors
New Jersey
$215K +$598 +1 +0.3%
YIA
1250
YHB Investment Advisors
Connecticut
$214K -$7.78K -13 -4%
48 49
50
51 52