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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
526
Moody Lynn & Lieberson
Massachusetts
$1.28M +$929 +2 +0.1%
BFC
527
Blue Fin Capital
Rhode Island
$1.27M +$330K +710 +40%
BAAM
528
Baker Avenue Asset Management
California
$1.27M +$26.9K +58 +2%
ATI
529
ARK & TLK Investments
Oklahoma
$1.27M +$1.16M +2,499 New
FNWM
530
Financial Network Wealth Management
Utah
$1.27M +$1.16M +2,500 New
CI
531
CX Institutional
Indiana
$1.26M +$9.75K +21 +0.8%
MC
532
Middleton & Co
Massachusetts
$1.25M – – –
SWM
533
Spire Wealth Management
Virginia
$1.25M -$166K -357 -13%
CW
534
CIC Wealth
Maryland
$1.24M +$1.39K +3 +0.1%
CAM
535
Cozad Asset Management
Illinois
$1.22M – – –
MBT
536
Montecito Bank & Trust
California
$1.22M -$26.5K -57 -2%
WS
537
Wedbush Securities
California
$1.2M +$81.7K +176 +8%
LWM
538
Lyell Wealth Management
California
$1.19M -$38.5K -83 -3%
BCM
539
Becker Capital Management
Oregon
$1.19M – – –
BSA
540
Braun Stacey Associates
New York
$1.19M +$61.8K +133 +6%
HR
541
Howe & Rusling
New York
$1.18M +$2.79K +6 +0.3%
AIP
542
ARS Investment Partners
New York
$1.17M +$5.11K +11 +0.5%
TA
543
TruWealth Advisors
Louisiana
$1.17M -$34.8K -75 -3%
OPCM
544
Osborne Partners Capital Management
California
$1.16M +$9.29K +20 +0.9%
CIA
545
Choate Investment Advisors
Massachusetts
$1.15M – – –
TI
546
Truepoint Inc
Ohio
$1.15M -$81.7K -176 -7%
9WM
547
9258 Wealth Management
Ohio
$1.14M – – –
PWM
548
Peterson Wealth Management
Nevada
$1.14M +$262K +565 +34%
RSWM
549
Robertson Stephens Wealth Management
California
$1.13M – – –
ZF
550
Zhang Financial
Michigan
$1.13M -$9.29K -20 -0.9%
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