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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
451
CWS Financial Advisors
Michigan
$1.97M -$8.8K -15 -0.5%
AIP
452
ARS Investment Partners
New York
$1.96M +$298K +507 +18%
GAM
453
Gould Asset Management
California
$1.96M -$669K -1,140 -26%
SWP
454
Summit Wealth Partners
Florida
$1.93M -$23.5K -40 -1%
AL
455
Aspiriant LLC
California
$1.92M – – –
HFRG
456
Houlihan Financial Resource Group
Virginia
$1.91M -$2.21M -3,758 -54%
MF
457
Meridian Financial
Massachusetts
$1.9M -$33.5K -57 -2%
GSWM
458
Golden State Wealth Management
California
$1.89M -$535K -911 -22%
GP
459
Gridiron Partners
Pennsylvania
$1.89M +$178M +302,438 +9,559%
IAN
460
Integrated Advisors Network
Texas
$1.88M -$120K -205 -6%
G
461
GenTrust
Florida
$1.88M -$15.3K -26 -0.8%
KLI
462
Kelman-Lazarov Inc
Tennessee
$1.86M +$33.5K +57 +2%
MCWS
463
McKinley Carter Wealth Services
West Virginia
$1.85M -$23.5K -40 -1%
FF
464
Farrow Financial
Vermont
$1.84M -$11.2K -19 -0.6%
HIS
465
Harvest Investment Services
Illinois
$1.84M -$42.3K -72 -2%
VA
466
Valmark Advisers
Ohio
$1.84M +$229K +391 +15%
AWF
467
Alpha Wealth Funds
Utah
$1.8M -$396K -674 -18%
TFGT
468
TS Financial Group (TSFG)
Illinois
$1.76M -$163K -278 -9%
FMTC
469
Farmers & Merchants Trust Company
California
$1.76M – – –
NB
470
Northwest Bancshares
Pennsylvania
$1.76M -$175K -299 -9%
TIA
471
Tiemann Investment Advisors
California
$1.75M +$3.52K +6 +0.2%
PSIWM
472
Paradigm Strategies in Wealth Management
Minnesota
$1.74M -$1.17K -2 -0.1%
RFC
473
Regions Financial Corp
Alabama
$1.73M – – –
SW
474
SlateStone Wealth
Florida
$1.72M -$58.7K -100 -3%
AG
475
AlTi Global
New York
$1.7M – – –
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