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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
526
TCTC Holdings
Texas
$1.05M – – –
KWM
527
Kingsview Wealth Management
Oregon
$1.05M +$29K +57 +3%
CHAM
528
Clear Harbor Asset Management
Connecticut
$1.05M +$204K +400 +25%
BFA
529
Bill Few Associates
Pennsylvania
$1.02M +$1M +1,971 New
PP
530
Prosperity Planning
Missouri
$1.01M -$1.53K -3 -0.2%
LC
531
LCNB Corp
Ohio
$989K -$28K -55 -3%
CL
532
CPWM LLC
Washington
$988K – – –
FFG
533
Frisch Financial Group
New York
$986K +$30K +59 +3%
DADC
534
D.A. Davidson & Co
Montana
$978K -$11.2K -22 -1%
MWM
535
Maltin Wealth Management
New Jersey
$978K +$2.04K +4 +0.2%
CCFM
536
Clear Creek Financial Management
Washington
$977K -$5.81M -11,425 -86%
PWG
537
Private Wealth Group
Florida
$977K – – –
FTA
538
Financial & Tax Architects
Missouri
$973K +$956K +1,880 New
MOS
539
MGO One Seven
Ohio
$966K +$705K +1,385 +289%
SFWA
540
Summit Financial Wealth Advisors
Louisiana
$964K +$940K +1,848 New
OMC
541
Overbrook Management Corp
New York
$963K +$946K +1,860 New
BFG
542
Barber Financial Group
Kansas
$962K -$40.3M -79,188 -98%
JIC
543
Joel Isaacson & Co
New York
$962K +$2.04K +4 +0.2%
AMCA
544
Arthur M. Cohen & Associates
Illinois
$938K +$395K +776 +75%
FBFS
545
First Business Financial Services
Wisconsin
$936K -$40.7K -80 -4%
MC
546
Moors & Cabot
Massachusetts
$934K +$167K +329 +22%
ZB
547
Zions Bancorporation
Utah
$931K – – –
LSA
548
L & S Advisors
California
$931K +$193K +379 +27%
GA
549
GFS Advisors
Texas
$923K -$234K -460 -21%
VF
550
Vista Finance
Missouri
$917K +$901K +1,771 New
20 21
22
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