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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1326
Shepherd Wealth Management
Ohio
$219K – – –
RIP
1327
RAM Investment Partners
Washington
$218K +$208K +310 New
VCM
1328
Vision Capital Management
Oregon
$218K +$208K +310 New
WCM
1329
Winebrenner Capital Management
Kentucky
$218K +$208K +310 New
BWA
1330
BlueChip Wealth Advisors
Georgia
$217K -$89.7K -134 -30%
GLA
1331
Great Lakes Advisors
Illinois
$217K +$206K +308 New
HWM
1332
Horizon Wealth Management
Illinois
$217K +$206K +308 New
DWM
1333
Darwin Wealth Management
Florida
$215K – – –
GWM
1334
Geneos Wealth Management
Colorado
$214K -$67K -100 -25%
CA
1335
Cornerstone Advisory
Maryland
$214K +$204K +304 New
BA
1336
Bluesphere Advisors
Pennsylvania
$213K +$203K +303 New
BAM
1337
BOS Asset Management
Illinois
$213K +$203K +303 New
BWP
1338
Baldwin Wealth Partners
Massachusetts
$212K +$202K +302 New
UF
1339
Univest Financial
Pennsylvania
$212K +$202K +301 New
BHWM
1340
Beaird Harris Wealth Management
Texas
$212K +$13.4K +20 +7%
CWM
1341
Cooke Wealth Management
California
$212K +$202K +301 New
ACGA
1342
Atlanta Consulting Group Advisors
Georgia
$212K +$201K +300 New
OCM
1343
One Capital Management
California
$211K – – –
MHIP
1344
Mountain Hill Investment Partners
New Jersey
$211K – – –
PP
1345
Pingora Partners
Wyoming
$211K – – –
BHWM
1346
Beacon Hill Wealth Management
$211K +$201K +300 New
BCAM
1347
Boston Common Asset Management
Massachusetts
$211K +$201K +300 New
CG
1348
Corundum Group
Colorado
$211K +$201K +300 New
JSL
1349
JT Stratford LLC
Georgia
$211K +$201K +300 New
KA
1350
Kearns & Associates
California
$211K +$201K +300 New
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