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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
526
Eastern Bank
Massachusetts
$713K – – –
HWA
527
HCR Wealth Advisors
California
$709K – – –
AIM
528
Aspen Investment Management
Michigan
$707K +$649K +1,684 New
SAM
529
Seelaus Asset Management
New Jersey
$703K – – –
BWM
530
Baystate Wealth Management
Massachusetts
$693K -$89.4K -232 -12%
HWM
531
Hohimer Wealth Management
Washington
$693K +$48.1K +125 +8%
GLA
532
Great Lakes Advisors
Illinois
$688K +$289K +751 +85%
AP
533
Adero Partners
California
$686K – – –
LPT
534
Legacy Private Trust
Wisconsin
$685K – – –
OWM
535
Orgel Wealth Management
Wisconsin
$682K – – –
BBA
536
BLB&B Advisors
Pennsylvania
$680K -$30.8K -80 -5%
TI
537
Truepoint Inc
Ohio
$680K +$624K +1,619 New
CWM
538
CCG Wealth Management
California
$679K -$68.2K -177 -10%
BFG
539
Berger Financial Group
Minnesota
$676K +$620K +1,610 New
BWP
540
Baldwin Wealth Partners
Massachusetts
$669K – – –
VIM
541
Vista Investment Management
Pennsylvania
$669K – – –
BRWA
542
B. Riley Wealth Advisors
Florida
$658K -$300K -778 -33%
CWM
543
Chesapeake Wealth Management
Virginia
$658K -$4.62K -12 -0.8%
ZCM
544
Ziegler Capital Management
Illinois
$658K – – –
HFP
545
Holistic Financial Partners
Indiana
$650K – – –
SFS
546
Sowell Financial Services
Arkansas
$648K +$509K +1,321 +598%
SIC
547
Samalin Investment Counsel
New York
$644K +$6.93K +18 +1%
AWA
548
Acorn Wealth Advisors
Michigan
$641K -$54.7K -142 -9%
BFA
549
Beacon Financial Advisory
Ohio
$640K +$88.2K +229 +18%
PNC
550
Park National Corp
Ohio
$637K +$15.8K +41 +3%
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