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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
551
Scotia Capital
Ontario, Canada
$711K +$340K +753 +78%
CWM
552
Cornerstone Wealth Management
Missouri
$703K -$2.26K -5 -0.3%
GCM
553
Gator Capital Management
Florida
$702K – – –
SAM
554
Sawgrass Asset Management
Florida
$699K -$3.16K -7 -0.4%
HFP
555
Holistic Financial Partners
Indiana
$692K +$1.81K +4 +0.2%
LPT
556
Legacy Private Trust
Wisconsin
$689K – – –
BWP
557
Baldwin Wealth Partners
Massachusetts
$684K – – –
NCM
558
Neumann Capital Management
California
$682K – – –
AP
559
Adero Partners
California
$681K – – –
PFA
560
Pettinga Financial Advisors
Indiana
$669K -$45.2K -100 -6%
HWM
561
Hohimer Wealth Management
Washington
$669K +$452 +1 +0.1%
OWM
562
Orgel Wealth Management
Wisconsin
$668K – – –
TI
563
Truepoint Inc
Ohio
$668K +$452 +1 +0.1%
BFG
564
Berger Financial Group
Minnesota
$663K +$452 +1 +0.1%
5L
565
55I LLC
Massachusetts
$663K +$386K +854 +114%
WS
566
Wedbush Securities
California
$661K +$903 +2 +0.1%
RFA
567
RTD Financial Advisors
Pennsylvania
$659K – – –
AMM
568
American Money Management
California
$657K – – –
PA
569
Procyon Advisors
Connecticut
$657K +$99.8K +221 +16%
LJAC
570
L.J. Altfest & Co
New York
$649K +$27.1K +60 +4%
BCA
571
Bay Colony Advisors
Massachusetts
$648K – – –
V
572
VeraBank
Texas
$648K +$70K +155 +11%
ICG
573
InterOcean Capital Group
Tennessee
$646K +$706K +1,563 New
VIM
574
Vista Investment Management
Pennsylvania
$640K – – –
HCM
575
Howland Capital Management
Massachusetts
$636K +$16.3K +36 +2%
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