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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1401
Greenup Street Wealth Management
Michigan
– -$317K -557 Closed
CWA
1402
Clarus Wealth Advisors
Arizona
– -$312K -546 Closed
FFA
1403
First Foundation Advisors
California
– -$310K -545 Closed
PIM
1404
Parker Investment Management
California
– -$302K -530 Closed
HWP
1405
Heritage Wealth Partners
Ohio
– -$300K -527 Closed
MAG
1406
MRA Advisory Group
New Jersey
– -$281K -494 Closed
LAM
1407
Lewis Asset Management
California
– -$265K -464 Closed
EA
1408
Everpar Advisors
Oklahoma
– -$259K -455 Closed
MAS
1409
Meeder Advisory Services
Ohio
– -$259K -455 Closed
PP
1410
Patten & Patten
Tennessee
– -$253K -445 Closed
RPGK
1411
Retirement Planning Group (Kansas)
Kansas
– -$253K -444 Closed
FFA
1412
Founders Financial Alliance
North Carolina
– -$243K -427 Closed
SF
1413
Symphony Financial
Texas
– -$256K -426 Closed
CPC
1414
Cookson Peirce & Co
Pennsylvania
– -$242K -425 Closed
BMWM
1415
Brown Miller Wealth Management
Virginia
– -$240K -422 Closed
MAM
1416
Mystic Asset Management
Rhode Island
– -$238K -417 Closed
FIB
1417
First Interstate Bank
Montana
– -$221K -388 Closed
CWS
1418
Confluence Wealth Services
Pennsylvania
– -$226K -377 Closed
NIM
1419
Northeast Investment Management
Massachusetts
– -$212K -372 Closed
SFO
1420
Stokes Family Office
Louisiana
– -$212K -372 Closed
BW
1421
BostonPremier Wealth
Massachusetts
– -$211K -370 Closed
JC
1422
Jacobs & Co
California
– -$210K -370 Closed
YIA
1423
YHB Investment Advisors
Connecticut
– -$210K -368 Closed
LTL
1424
Lowery Thomas LLC
California
– -$208K -365 Closed
SCM
1425
Saxony Capital Management
Missouri
– -$208K -365 Closed
55 56
57
58 59