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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EWF
501
Epstein & White Financial
California
$585K +$58.9K +177 +10%
SWM
502
SeaCrest Wealth Management
New York
$579K
BP
503
BBR Partners
New York
$577K +$333K +1,000 +110%
JIC
504
Joel Isaacson & Co
New York
$573K
VFA
505
Voya Financial Advisors
Connecticut
$572K -$152K -456 -19%
GC
506
Grimes & Company
Massachusetts
$571K -$219K -657 -26%
OWM
507
Orgel Wealth Management
Wisconsin
$570K
MIG
508
McGuire Investment Group
Rhode Island
$566K
BAS
509
Brown Advisory Securities
Maryland
$564K
QPWM
510
Quadrant Private Wealth Management
Pennsylvania
$561K
FA
511
Fagan Associates
New York
$560K
STA
512
Summit Trail Advisors
New York
$556K
CWM
513
Chesapeake Wealth Management
Virginia
$556K +$410K +1,232 +204%
EDRH
514
Edmond de Rothschild Holding
Switzerland
$553K
CFA
515
Clarfeld Financial Advisors
New York
$553K +$605K +1,818 New
ZIC
516
ZWJ Investment Counsel
Georgia
$546K -$29.3K -88 -5%
PCMC
517
Paragon Capital Management (Colorado)
Colorado
$545K +$599K +1,800 New
RWA
518
Redhawk Wealth Advisors
Minnesota
$544K +$13K +39 +2%
MLL
519
Moody Lynn & Lieberson
Massachusetts
$543K -$66.6K -200 -10%
BJL
520
Brighton Jones LLC
Washington
$542K +$333 +1 +0.1%
Chevy Chase Trust
521
Chevy Chase Trust
Maryland
$541K -$21.6K -65 -4%
SI
522
Stephens Inc
Arkansas
$537K +$68.2K +205 +13%
HPC
523
Hobart Private Capital
North Carolina
$537K +$40.6K +122 +7%
WMG
524
WESCAP Management Group
California
$534K -$743K -2,232 -56%
CWM
525
CCG Wealth Management
California
$533K +$586K +1,761 New