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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
401
ZWJ Investment Counsel
Georgia
$2.06M +$197K +399 +11%
LWA
402
Lowe Wealth Advisors
Maryland
$2.06M -$16.8K -34 -0.8%
RSS
403
Rosenblum Silverman Sutton
California
$2.05M -$101K -204 -5%
1IA
404
1834 Investment Advisors
Wisconsin
$2.05M -$4.93K -10 -0.2%
GW
405
GW & Wade
Massachusetts
$2.05M +$493 +1 +0%
CAGAS
406
Capital Advisory Group Advisory Services
Minnesota
$2.04M -$46.9K -95 -2%
PFA
407
Pinnacle Family Advisors
Missouri
$2.02M +$241K +488 +13%
BU
408
BBVA USA
Alabama
$1.98M +$1.98M +4,024 New
OPCM
409
Osborne Partners Capital Management
California
$1.97M +$217K +440 +12%
WCM
410
Wunderlich Capital Managemnt
Tennessee
$1.96M +$17.3K +35 +0.9%
MGIA
411
Moneta Group Investment Advisors
Missouri
$1.95M +$24.2K +49 +1%
CG
412
Caprock Group
Idaho
$1.94M +$1.5M +3,050 +347%
AIC
413
Ameritas Investment Company
Nebraska
$1.93M +$462K +936 +35%
BRWA
414
B. Riley Wealth Advisors
Florida
$1.92M +$305K +618 +19%
SG
415
StoneX Group
New York
$1.92M +$216K +438 +13%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.92M +$247K +501 +15%
BHB
417
Bank Hapoalim BM
Israel
$1.89M -$12.7M -25,844 -81%
KPCM
418
Kings Point Capital Management
New York
$1.88M – – –
MCM
419
Maryland Capital Management
Maryland
$1.87M -$128K -260 -6%
ASN
420
Advisory Services Network
Georgia
$1.85M -$1.23M -2,499 -40%
LIM
421
Leavell Investment Management
Alabama
$1.85M – – –
HTC
422
Haverford Trust Company
Pennsylvania
$1.85M – – –
CFC
423
Coyle Financial Counsel
Illinois
$1.84M -$39.5K -80 -2%
IIM
424
InTrack Investment Management
Vermont
$1.84M +$105K +212 +6%
EWA
425
EP Wealth Advisors
California
$1.84M -$12.8K -26 -0.7%
15 16
17
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