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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
551
Summit Trail Advisors
New York
$613K +$253K +701 +76%
LPT
552
Legacy Private Trust
Wisconsin
$612K – – –
OWM
553
Orgel Wealth Management
Wisconsin
$609K – – –
VIM
554
Vista Investment Management
Pennsylvania
$608K -$4.7K -13 -0.8%
WWM
555
Western Wealth Management
Colorado
$607K +$170K +471 +41%
SAM
556
Seelaus Asset Management
New Jersey
$602K – – –
SS
557
Sunbelt Securities
Texas
$598K +$48.1K +133 +9%
RWP
558
RWA Wealth Partners
Massachusetts
$597K -$93.6K -259 -14%
HFP
559
Holistic Financial Partners
Indiana
$592K -$82.8K -229 -13%
BFM
560
Broadview Financial Management
Wisconsin
$589K +$2.17K +6 +0.4%
WI
561
Wintrust Investments
Illinois
$588K +$15.9K +44 +3%
PNC
562
Park National Corp
Ohio
$586K +$17.7K +49 +3%
APA
563
American Portfolios Advisors
New York
$580K -$18.4K -51 -3%
WA
564
Wealth Advisors
California
$577K +$548K +1,515 New
TI
565
tru Independence
Oregon
$576K +$793K +2,194 New
TPCW
566
TD Private Client Wealth
New York
$574K +$553K +1,530 New
BWP
567
Baldwin Wealth Partners
Massachusetts
$574K – – –
FAIM
568
Financial Advocates Investment Management
Washington
$573K -$3.98K -11 -0.7%
SAG
569
Spotlight Asset Group
Illinois
$571K +$714K +1,976 New
BOH
570
Bank of Hawaii
Hawaii
$570K – – –
BIM
571
Bridgecreek Investment Management
Oklahoma
$569K +$5.42K +15 +1%
ACI
572
Alpha Cubed Investments
California
$566K -$110K -305 -17%
SIC
573
Samalin Investment Counsel
New York
$566K +$546K +1,510 New
SFA
574
Sequoia Financial Advisors
Ohio
$562K -$28.6K -79 -5%
LFAS
575
Level Four Advisory Services
Texas
$562K -$3.98K -11 -0.7%
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