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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
501
Watershed Private Wealth
Illinois
$1.19M +$1.19M +2,690 New
RA
502
RFG Advisory
Alabama
$1.19M +$39.4K +89 +4%
PWM
503
Paulson Wealth Management
Illinois
$1.19M +$890K +2,012 +302%
EWA
504
EverSource Wealth Advisors
Alabama
$1.19M +$1.1M +2,494 +1,355%
BEC
505
Blue Edge Capital
Virginia
$1.18M +$2.21K +5 +0.2%
TPCW
506
TD Private Client Wealth
New York
$1.17M +$209K +473 +22%
MSAM
507
Moloney Securities Asset Management
Missouri
$1.17M +$22.1K +50 +2%
SWM
508
Spire Wealth Management
Virginia
$1.16M +$269K +609 +30%
BFA
509
Beaumont Financial Advisors
Massachusetts
$1.16M -$11.5K -26 -1%
EE
510
EWG Elevate
California
$1.16M +$199K +449 +21%
CW
511
CIC Wealth
Maryland
$1.14M +$1.14M +2,576 New
WPC
512
White Pine Capital
Minnesota
$1.13M – – –
RFC
513
Regions Financial Corp
Alabama
$1.13M +$10.2K +23 +0.9%
SCM
514
SOL Capital Management
Maryland
$1.12M -$166K -375 -13%
MLL
515
Moody Lynn & Lieberson
Massachusetts
$1.12M – – –
CI
516
CX Institutional
Indiana
$1.09M -$217K -491 -17%
IFG
517
Independent Financial Group
California
$1.09M +$195K +440 +22%
MC
518
Middleton & Co
Massachusetts
$1.09M – – –
SFB
519
STAR Financial Bank
Indiana
$1.09M +$1.09M +2,455 New
NSIM
520
North Star Investment Management
Illinois
$1.08M +$442 +1 +0%
TA
521
TruWealth Advisors
Louisiana
$1.07M +$3.98K +9 +0.4%
SI
522
Stephens Inc
Arkansas
$1.07M +$8.84K +20 +0.8%
CAM
523
Cozad Asset Management
Illinois
$1.06M – – –
HR
524
Howe & Rusling
New York
$1.05M – – –
FWTB
525
First Western Trust Bank
Colorado
$1.05M – – –
19 20
21
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