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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
551
Beacon Financial Advisory
Ohio
$914K -$39.4K -89 -4%
CCFM
552
Clear Creek Financial Management
Washington
$907K -$8.4K -19 -0.9%
GWS
553
Glassman Wealth Services
Virginia
$907K – – –
AAM
554
Aureus Asset Management
Massachusetts
$905K +$904K +2,044 New
HPC
555
HM Payson & Co
Maine
$904K – – –
TH
556
TCTC Holdings
Texas
$902K – – –
CHAM
557
Clear Harbor Asset Management
Connecticut
$900K – – –
RFM
558
Royal Fund Management
Florida
$886K +$884K +2,000 New
TVAMP
559
Tennessee Valley Asset Management Partners
Tennessee
$885K – – –
MOS
560
MGO One Seven
Ohio
$872K +$38.9K +88 +5%
MC
561
Moors & Cabot
Massachusetts
$862K -$161K -363 -16%
EFS
562
Essex Financial Services
Connecticut
$862K – – –
BFA
563
Bill Few Associates
Pennsylvania
$862K -$11.1K -25 -1%
LA
564
Lynch & Associates
Indiana
$854K – – –
FMWA
565
Forvis Mazars Wealth Advisors
Missouri
$852K – – –
FRA
566
Frank Rimerman Advisors
California
$848K – – –
JGC
567
J. Goldman & Co
New York
$847K +$846K +1,913 New
OFG
568
Omega Financial Group
California
$846K +$539K +1,219 +176%
MWM
569
Maltin Wealth Management
New Jersey
$845K +$2.65K +6 +0.3%
TF
570
Tompkins Financial
New York
$843K – – –
FFG
571
Frisch Financial Group
New York
$842K +$14.2K +32 +2%
PPW
572
Parcion Private Wealth
Washington
$841K – – –
PWG
573
Private Wealth Group
Florida
$836K – – –
WS
574
Wedbush Securities
California
$835K +$135K +306 +19%
PP
575
Prosperity Planning
Missouri
$834K – – –
21 22
23
24 25