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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
401
Baron Financial Group
New Jersey
$2.46M -$104K -200 -4%
TVWM
402
Tower View Wealth Management
Wisconsin
$2.45M +$68.4K +132 +3%
VC
403
Veracity Capital
Georgia
$2.43M -$1.32M -2,548 -37%
EW
404
Element Wealth
Mississippi
$2.41M -$3.11K -6 -0.1%
WAG
405
Winthrop Advisory Group
Massachusetts
$2.41M -$324K -625 -13%
SIC
406
Salem Investment Counselors
North Carolina
$2.34M – – –
ZIC
407
ZWJ Investment Counsel
Georgia
$2.34M -$163K -314 -7%
WIC
408
Whitegate Investment Counselors
New Hampshire
$2.31M – – –
BRWA
409
B. Riley Wealth Advisors
Florida
$2.3M +$59.6K +115 +2%
TPW
410
Transatlantique Private Wealth
New York
$2.3M -$5.7K -11 -0.3%
KWM
411
Kingsview Wealth Management
Oregon
$2.29M +$94.3K +182 +5%
NP
412
NorthRock Partners
Minnesota
$2.29M -$80.3K -155 -4%
UB
413
UMB Bank
Missouri
$2.27M – – –
RWP
414
Revolve Wealth Partners
New Jersey
$2.24M +$47.1K +91 +2%
CA
415
Cambridge Advisors
Nebraska
$2.24M -$41.4K -80 -2%
HFW
416
Horizon Family Wealth
Illinois
$2.23M +$2.08M +4,007 New
TWC
417
TD Waterhouse Canada
Ontario, Canada
$2.23M -$168K -325 -8%
WCM
418
WealthBridge Capital Management
Ohio
$2.23M +$35.7K +69 +2%
SIA
419
Soltis Investment Advisors
Utah
$2.21M +$8.29K +16 +0.4%
OSNBOA
420
Old Second National Bank of Aurora
Illinois
$2.21M – – –
IIM
421
InTrack Investment Management
Vermont
$2.19M -$1.55K -3 -0.1%
NAS
422
Nicolet Advisory Services
Wisconsin
$2.18M +$61.1K +118 +3%
TPCW
423
TD Private Client Wealth
New York
$2.18M +$304K +587 +18%
EIA
424
Eldridge Investment Advisors
New Hampshire
$2.18M – – –
LSAG
425
Lake Street Advisors Group
New Hampshire
$2.17M +$259K +500 +15%
15 16
17
18 19