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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
401
Matrix Asset Advisors
New York
$756K -$12.7K -40 -2%
TA
402
Tiedemann Advisors
New York
$752K +$27K +85 +3%
GC
403
Grimes & Company
Massachusetts
$750K – – –
MCM
404
Manchester Capital Management
Vermont
$749K – – –
NCM
405
Neumann Capital Management
California
$731K -$47.7K -150 -6%
SI
406
Stephens Inc
Arkansas
$727K -$45.1K -142 -6%
DADC
407
D.A. Davidson & Co
Montana
$727K – – –
BEC
408
Blue Edge Capital
Virginia
$709K +$25.4K +80 +4%
DSC
409
Duncker Streett & Co
Missouri
$699K +$318 +1 +0%
MWP
410
MYCIO Wealth Partners
Pennsylvania
$696K -$3.18K -10 -0.5%
WMG
411
WESCAP Management Group
California
$681K – – –
VWA
412
V Wealth Advisors
Kansas
$673K +$26.1K +82 +4%
SC
413
SouthState Corp
Florida
$668K -$153K -481 -19%
PNC
414
Park National Corp
Ohio
$666K -$145K -457 -18%
CC
415
Cadinha & Co
Hawaii
$656K – – –
ASN
416
Advisory Services Network
Georgia
$653K +$144K +452 +29%
PWAP
417
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$651K -$6.36K -20 -1%
CBN
418
Cadence Bank NA
Texas
$646K +$630K +1,982 New
BPCA
419
Bank Pictet & Cie (Asia)
Singapore
$645K – – –
WP
420
WealthSource Partners
California
$644K -$17.5K -55 -3%
MLL
421
Moody Lynn & Lieberson
Massachusetts
$632K +$19.1K +60 +3%
MHS
422
M Holdings Securities
Oregon
$631K -$3.18K -10 -0.5%
TDC
423
Thompson Davis & Co
Virginia
$628K -$387K -1,219 -39%
OWM
424
Orgel Wealth Management
Wisconsin
$615K +$599K +1,884 New
PWS
425
Peloton Wealth Strategists
Indiana
$612K +$84.2K +265 +16%
15 16
17
18 19