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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
551
Strategic Wealth Partners
Ohio
$783K +$37.3K +76 +5%
WS
552
Wedbush Securities
California
$782K -$9.33K -19 -1%
BWP
553
Baldwin Wealth Partners
Massachusetts
$781K +$9.33K +19 +1%
OWM
554
Orgel Wealth Management
Wisconsin
$780K – – –
HWM
555
Hohimer Wealth Management
Washington
$778K +$2.95K +6 +0.4%
HC
556
Hamilton Capital
Ohio
$778K +$100K +204 +14%
TI
557
Truepoint Inc
Ohio
$777K – – –
GLA
558
Great Lakes Advisors
Illinois
$771K -$20.1K -41 -2%
GWM
559
Geneos Wealth Management
Colorado
$771K +$218K +443 +39%
BFG
560
Berger Financial Group
Minnesota
$770K -$4.91K -10 -0.6%
AMM
561
American Money Management
California
$765K +$781K +1,590 New
SF
562
Summit Financial
New Jersey
$761K +$384K +782 +98%
ZCM
563
Ziegler Capital Management
Illinois
$754K – – –
VIM
564
Vista Investment Management
Pennsylvania
$747K -$491 -1 -0.1%
SNT
565
Security National Trust
West Virginia
$746K – – –
AWA
566
Acorn Wealth Advisors
Michigan
$737K -$9.82K -20 -1%
SLWS
567
Swaine & Leidel Wealth Services
Florida
$737K +$753K +1,534 New
GT
568
Greenleaf Trust
Michigan
$735K -$56.5K -115 -7%
AWA
569
Arkadios Wealth Advisors
Georgia
$734K -$92.8K -189 -11%
SIC
570
Samalin Investment Counsel
New York
$734K +$491 +1 +0.1%
BOH
571
Bank of Hawaii
Hawaii
$726K – – –
RCS
572
Retirement Capital Strategies
California
$725K – – –
CA
573
Calton & Associates
Florida
$724K -$1.64M -3,332 -69%
CWM
574
CCG Wealth Management
California
$724K – – –
SAM
575
Seelaus Asset Management
New Jersey
$721K -$16.2K -33 -2%
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