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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
451
Lake Street Advisors Group
New Hampshire
$816K – – –
CAS
452
Cue Advisory Services
Arizona
$808K -$487K -1,400 -37%
AW
453
ACG Wealth
Georgia
$803K -$79K -227 -9%
PCM
454
Parsons Capital Management
Rhode Island
$803K +$1.39K +4 +0.2%
DADC
455
D.A. Davidson & Co
Montana
$803K +$6.96K +20 +0.9%
OSNBOA
456
Old Second National Bank of Aurora
Illinois
$793K -$6.96K -20 -0.9%
MCM
457
Manchester Capital Management
Vermont
$793K – – –
SWM
458
SVA Wealth Management
Wisconsin
$786K +$5.22K +15 +0.6%
PWS
459
Peloton Wealth Strategists
Indiana
$785K +$104K +299 +15%
MAA
460
Matrix Asset Advisors
New York
$782K +$9.4K +27 +1%
BTNA
461
Bremer Trust National Association
Minnesota
$781K +$414K +1,190 +109%
LWA
462
Lenox Wealth Advisors
New York
$771K +$503K +1,445 +178%
OWM
463
Orgel Wealth Management
Wisconsin
$770K – – –
NCM
464
Neumann Capital Management
California
$766K – – –
GA
465
GFS Advisors
Texas
$765K -$62.6K -180 -7%
HFP
466
Holistic Financial Partners
Indiana
$755K -$94.7K -272 -11%
BL
467
BFSG LLC
California
$751K -$547K -1,573 -42%
QPWM
468
Quadrant Private Wealth Management
Pennsylvania
$747K +$381K +1,096 +101%
BEC
469
Blue Edge Capital
Virginia
$746K +$1.04K +3 +0.1%
DSC
470
Duncker Streett & Co
Missouri
$734K +$696 +2 +0.1%
SFA
471
Sequoia Financial Advisors
Ohio
$730K -$5.22K -15 -0.7%
GC
472
Grimes & Company
Massachusetts
$722K -$15K -43 -2%
HIIFS
473
Harel Insurance Investments & Financial Services
Israel
$715K +$734K +2,110 New
CSIC
474
Clifford Swan Investment Counsel
California
$708K – – –
PNC
475
Park National Corp
Ohio
$697K – – –
17 18
19
20 21