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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LC
501
LCNB Corp
Ohio
$553K -$68.2K -225 -12%
SAM
502
Seelaus Asset Management
New Jersey
$553K
LCM
503
Leisure Capital Management
California
$552K
RCS
504
Retirement Capital Strategies
California
$549K
SEI Investments
505
SEI Investments
Pennsylvania
$548K
PFG
506
Pacific Financial Group
Washington
$546K
AP
507
Adero Partners
California
$545K
HWA
508
HCR Wealth Advisors
California
$544K
AWA
509
Acorn Wealth Advisors
Michigan
$543K -$59.7K -197 -11%
IAIM
510
International Assets Investment Management
Florida
$541K +$190K +626 +60%
GC
511
Grimes & Company
Massachusetts
$539K -$3.03K -10 -0.6%
AP
512
Appleton Partners
Massachusetts
$531K -$16.7K -55 -3%
LPT
513
Legacy Private Trust
Wisconsin
$529K
OWM
514
Orgel Wealth Management
Wisconsin
$527K
MC
515
Moors & Cabot
Massachusetts
$525K -$61.9K -204 -11%
VIM
516
Vista Investment Management
Pennsylvania
$519K
RWB
517
RMR Wealth Builders
New Jersey
$515K +$481K +1,587 New
CWM
518
Chesapeake Wealth Management
Virginia
$513K
EW
519
Evoke Wealth
California
$512K -$112K -370 -19%
ZCM
520
Ziegler Capital Management
Illinois
$509K +$475K +1,568 New
GA
521
GFS Advisors
Texas
$508K -$883K -2,911 -65%
HWM
522
Hohimer Wealth Management
Washington
$507K -$237K -783 -33%
HFP
523
Holistic Financial Partners
Indiana
$507K
FBFS
524
First Business Financial Services
Wisconsin
$507K +$474K +1,563 New
BWP
525
Baldwin Wealth Partners
Massachusetts
$504K