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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
VA
426
Valmark Advisers
Ohio
$955K +$131K +358 +16%
OFG
427
Oxford Financial Group
Indiana
$951K
SIC
428
Sigma Investment Counselors
Michigan
$937K -$9.16K -25 -1%
GC
429
Grimes & Company
Massachusetts
$935K +$165K +450 +21%
AA
430
Alesco Advisors
New York
$925K
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$920K -$69.6K -190 -7%
SFC
432
SYM Financial Corp
Indiana
$914K +$911K +2,487 New
Lido Advisors
433
Lido Advisors
California
$910K -$13.2K -36 -1%
PCG
434
Private Capital Group
Connecticut
$892K -$81.3K -222 -8%
EB
435
Eastern Bank
Massachusetts
$892K +$11K +30 +1%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$886K +$285K +778 +48%
PCM
437
Parsons Capital Management
Rhode Island
$883K +$18.7K +51 +2%
Renaissance Technologies
438
Renaissance Technologies
New York
$882K -$2.2M -6,000 -71%
LSAG
439
Lake Street Advisors Group
New Hampshire
$877K
PWS
440
Peloton Wealth Strategists
Indiana
$875K -$15K -41 -2%
VDFA
441
Vickerman & Driscoll Financial Advisors
Washington
$874K -$54.2K -148 -6%
UBS AM
442
UBS AM
Illinois
$869K -$4.76K -13 -0.5%
BPCE
443
Bank Pictet & Cie (Europe)
Germany
$868K
VFA
444
Voya Financial Advisors
Connecticut
$867K -$1.1K -3 -0.1%
PNC
445
Park National Corp
Ohio
$860K
WSFS
446
Wilmington Savings Fund Society
Delaware
$860K
ASN
447
Advisory Services Network
Georgia
$859K +$111K +303 +15%
MCM
448
Manchester Capital Management
Vermont
$853K
ACM
449
Aviance Capital Management
Florida
$851K -$2.76M -7,525 -76%
OSNBOA
450
Old Second National Bank of Aurora
Illinois
$844K