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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
CX Institutional
Indiana
$1.18M – – –
CW
502
CIC Wealth
Maryland
$1.18M -$11.4K -25 -1%
MC
503
Middleton & Co
Massachusetts
$1.18M – – –
SI
504
Stephens Inc
Arkansas
$1.18M -$72.8K -160 -6%
BAAM
505
Baker Avenue Asset Management
California
$1.17M -$336K -739 -23%
LWM
506
Lyell Wealth Management
California
$1.17M -$28.7K -63 -3%
NSIM
507
North Star Investment Management
Illinois
$1.17M +$455 +1 +0%
CAM
508
Cozad Asset Management
Illinois
$1.15M – – –
SL
509
Sentinus LLC
Illinois
$1.15M +$421K +924 +63%
RA
510
RFG Advisory
Alabama
$1.14M – – –
TA
511
TruWealth Advisors
Louisiana
$1.14M -$14.1K -31 -1%
WPC
512
White Pine Capital
Minnesota
$1.14M -$37.3K -82 -3%
OPCM
513
Osborne Partners Capital Management
California
$1.14M -$192K -421 -15%
PCIA
514
Prime Capital Investment Advisors
Kansas
$1.13M +$500K +1,099 +88%
FCP
515
Fidelis Capital Partners
Florida
$1.13M – – –
BCM
516
Becker Capital Management
Oregon
$1.12M -$29.6K -65 -3%
HR
517
Howe & Rusling
New York
$1.11M -$27.8K -61 -3%
SC
518
Scotia Capital
Ontario, Canada
$1.11M +$160K +352 +18%
TI
519
Truepoint Inc
Ohio
$1.09M – – –
CL
520
Choreo LLC
Illinois
$1.09M +$10K +22 +1%
ZF
521
Zhang Financial
Michigan
$1.08M +$911 +2 +0.1%
9WM
522
9258 Wealth Management
Ohio
$1.08M – – –
DWT
523
Dorsey & Whitney Trust
South Dakota
$1.07M -$7.29K -16 -0.7%
LIA
524
LBMC Investment Advisors
Tennessee
$1.06M – – –
AIP
525
ARS Investment Partners
New York
$1.06M +$2.73K +6 +0.3%
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