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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1326
Baker Tilly Wealth Management
Wisconsin
– -$258K -508 Closed
BWA
1327
BlueSky Wealth Advisors
North Carolina
– -$250K -493 Closed
KTM
1328
Keeler Thomas Management
Utah
– -$245K -483 Closed
AWA
1329
Arete Wealth Advisors
Illinois
– -$244K -481 Closed
WTB
1330
Washington Trust Bank
Washington
– -$244K -480 Closed
EC
1331
Estate Counselors
Wisconsin
– -$241K -475 Closed
GCAC
1332
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$231K -460 Closed
SAM
1333
Southernsun Asset Management
Tennessee
– -$223K -440 Closed
SWM
1334
Scissortail Wealth Management
Oklahoma
– -$219K -430 Closed
NSB
1335
Norway Savings Bank
Maine
– -$216K -425 Closed
SP
1336
Successful Portfolios
Florida
– -$215K -424 Closed
OC
1337
Oarsman Capital
Wisconsin
– -$204K -402 Closed
TWM
1338
Thrive Wealth Management
Pennsylvania
– -$204K -402 Closed
BZWA
1339
Blue Zone Wealth Advisors
California
– -$203K -400 Closed
Allspring Global Investments
1340
Allspring Global Investments
North Carolina
– -$179K -353 Closed
SAI
1341
Systematic Alpha Investments
New Jersey
– -$152K -300 Closed
NFA
1342
Northwest Financial Advisors
Virginia
– -$149K -293 Closed
MSWM
1343
McGlone Suttner Wealth Management
Wisconsin
– -$119K -235 Closed
ODG
1344
O'Dell Group
Ohio
– -$119K -235 Closed
WTG
1345
West Tower Group
Virginia
– -$94.4K -186 Closed
OP
1346
ORG Partners
Indiana
– -$43.9K -86 Closed
BCM
1347
Bourgeon Capital Management
Connecticut
– -$22.8K -45 Closed
RIM
1348
Rockbridge Investment Management
New York
– -$508 -1 Closed