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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
426
UBS AM
Illinois
$924K -$34.4K -102 -4%
OMC
427
Old Mission Capital
Illinois
$921K +$898K +2,665 New
HSA
428
HBK Sorce Advisory
Pennsylvania
$913K +$56.6K +168 +7%
CIBC World Market
429
CIBC World Market
Ontario, Canada
$908K +$50.5K +150 +6%
PP
430
Paloma Partners
Connecticut
$906K -$666K -1,977 -43%
OFG
431
Oxford Financial Group
Indiana
$894K
SIC
432
Sigma Investment Counselors
Michigan
$893K +$81.2K +241 +10%
AW
433
ACG Wealth
Georgia
$890K -$1.01K -3 -0.1%
PP
434
Pegasus Partners
Wisconsin
$880K -$8.76K -26 -1%
TA
435
Tiedemann Advisors
New York
$872K -$45.2K -134 -5%
AA
436
Alesco Advisors
New York
$869K -$37.1K -110 -4%
Lido Advisors
437
Lido Advisors
California
$857K
HFP
438
Holistic Financial Partners
Indiana
$857K +$836K +2,481 New
AWA
439
Acorn Wealth Advisors
Michigan
$841K +$806K +2,393 New
EB
440
Eastern Bank
Massachusetts
$836K
GA
441
GFS Advisors
Texas
$836K +$327K +969 +67%
SWM
442
SVA Wealth Management
Wisconsin
$827K -$5.05K -15 -0.6%
LSAG
443
Lake Street Advisors Group
New Hampshire
$825K +$805K +2,388 New
HB
444
Homrich & Berg
Georgia
$820K +$544K +1,615 +213%
PCM
445
Parsons Capital Management
Rhode Island
$810K +$1.01K +3 +0.1%
OSNBOA
446
Old Second National Bank of Aurora
Illinois
$809K -$40.1K -119 -5%
DADC
447
D.A. Davidson & Co
Montana
$805K +$34.4K +102 +5%
MCM
448
Manchester Capital Management
Vermont
$802K
Neuberger Berman Group
449
Neuberger Berman Group
New York
$789K +$770K +2,285 New
MAA
450
Matrix Asset Advisors
New York
$781K -$19.2K -57 -2%