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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CGIM
526
Cannon Global Investment Management
Florida
$1.05M +$1M +2,200 New
V
527
ViaWealth
Kansas
$1.05M – – –
WS
528
Wedbush Securities
California
$1.05M -$3.64K -8 -0.4%
SS
529
Simplicity Solutions
Minnesota
$1.05M +$188K +414 +23%
FWTB
530
First Western Trust Bank
Colorado
$1.05M – – –
BSA
531
Braun Stacey Associates
New York
$1.04M -$903K -1,984 -48%
WF
532
Warner Financial
Maryland
$1.03M +$455 +1 +0%
HPC
533
HM Payson & Co
Maine
$1.03M -$22.8K -50 -2%
CAG
534
Crestwood Advisors Group
Massachusetts
$1.03M +$678K +1,490 +226%
FWM
535
Forza Wealth Management
Florida
$1.02M -$13.7K -30 -1%
SFB
536
STAR Financial Bank
Indiana
$1.02M -$3.64K -8 -0.4%
AAS
537
Ameritas Advisory Services
Nebraska
$1.02M +$455 +1 +0%
APA
538
Astoria Portfolio Advisors
New York
$1.01M -$911 -2 -0.1%
BFA
539
Beacon Financial Advisory
Ohio
$1.01M +$1.82K +4 +0.2%
NCM
540
NCM Capital Management
New Jersey
$1,000K – – –
FNBOMD
541
First National Bank of Mount Dora
Florida
$992K – – –
TCBWMS
542
Texas Capital Bank Wealth Management Services
Texas
$990K -$46.9K -103 -5%
FFG
543
Frisch Financial Group
New York
$989K +$109K +240 +13%
GWS
544
Glassman Wealth Services
Virginia
$981K – – –
WPIC
545
White Pine Investment Company
Michigan
$981K +$52.4K +115 +6%
CHAM
546
Clear Harbor Asset Management
Connecticut
$973K – – –
BOS
547
Bank of Stockton
California
$971K -$464K -1,020 -33%
RT
548
Rockland Trust
Massachusetts
$967K -$3.19K -7 -0.3%
CSIC
549
Clifford Swan Investment Counsel
California
$964K – – –
LJAC
550
L.J. Altfest & Co
New York
$946K +$20K +44 +2%
20 21
22
23 24