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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
526
Choreo LLC
Illinois
$1.03M +$1.05M +2,242 New
ZF
527
Zhang Financial
Michigan
$1.02M +$9.79K +21 +1%
LIA
528
LBMC Investment Advisors
Tennessee
$1.02M – – –
AIP
529
ARS Investment Partners
New York
$1.01M +$3.73K +8 +0.4%
HPC
530
HM Payson & Co
Maine
$1.01M +$74.6K +160 +8%
WS
531
Wedbush Securities
California
$1.01M +$146K +314 +17%
V
532
ViaWealth
Kansas
$1.01M – – –
PFG
533
Pacific Financial Group
Washington
$1M -$14.9K -32 -1%
FWTB
534
First Western Trust Bank
Colorado
$1M -$79.2K -170 -7%
TCBWMS
535
Texas Capital Bank Wealth Management Services
Texas
$995K – – –
FWM
536
Forza Wealth Management
Florida
$995K +$1.01M +2,170 New
WF
537
Warner Financial
Maryland
$990K +$466 +1 +0%
AAS
538
Ameritas Advisory Services
Nebraska
$984K -$714K -1,531 -42%
SFB
539
STAR Financial Bank
Indiana
$983K -$145K -311 -13%
CWM
540
Congress Wealth Management
Massachusetts
$973K -$89K -191 -8%
FRA
541
Frank Rimerman Advisors
California
$962K +$85.3K +183 +10%
BFA
542
Beacon Financial Advisory
Ohio
$961K +$15.4K +33 +2%
NCM
543
NCM Capital Management
New Jersey
$957K – – –
FNBOMD
544
First National Bank of Mount Dora
Florida
$950K -$23.3K -50 -2%
GWS
545
Glassman Wealth Services
Virginia
$939K – – –
CHAM
546
Clear Harbor Asset Management
Connecticut
$931K – – –
RT
547
Rockland Trust
Massachusetts
$929K -$19.1K -41 -2%
APA
548
Astoria Portfolio Advisors
New York
$925K – – –
CSIC
549
Clifford Swan Investment Counsel
California
$922K -$35.9K -77 -4%
TVAMP
550
Tennessee Valley Asset Management Partners
Tennessee
$917K – – –
20 21
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