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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
576
Trexquant Investment
Connecticut
$434K +$431K +1,231 New
SFG
577
SevenBridge Financial Group
Pennsylvania
$429K – – –
PCIA
578
Prime Capital Investment Advisors
Kansas
$421K – – –
IFWM
579
Institute for Wealth Management
Colorado
$417K +$177K +506 +75%
AIM
580
Arcadia Investment Management
Michigan
$413K – – –
BOS
581
Bingham Osborn & Scarborough
California
$411K – – –
VBFG
582
Vishria Bird Financial Group
Tennessee
$407K – – –
RSWM
583
Robertson Stephens Wealth Management
California
$407K +$97.1K +277 +32%
BW
584
Bison Wealth
Georgia
$406K – – –
PV
585
Private Vista
Illinois
$406K – – –
GT
586
Greenleaf Trust
Michigan
$405K +$41K +117 +11%
NWP
587
Northstar Wealth Partners
Connecticut
$405K +$403K +1,150 New
WWM
588
Western Wealth Management
Colorado
$404K +$350 +1 +0.1%
COI
589
Capital One Investing
Virginia
$399K – – –
CC
590
Cadinha & Co
Hawaii
$399K +$8.76K +25 +2%
BP
591
BBR Partners
New York
$397K – – –
CAM
592
Congress Asset Management
Massachusetts
$397K +$149K +425 +61%
AFS
593
Access Financial Services
Minnesota
$395K – – –
SBIA
594
Sheaff Brock Investment Advisors
Indiana
$392K -$29.8K -85 -7%
ACP
595
Aveo Capital Partners
Colorado
$391K +$25.2K +72 +7%
BC
596
Burney Company
Virginia
$389K +$387K +1,105 New
WA1
597
Wimmer Associates 1
California
$388K – – –
JRP
598
Jasper Ridge Partners
California
$386K – – –
MMPW
599
Mitchell McLeod Pugh & Williams
Alabama
$386K +$350 +1 +0.1%
NB
600
Nicolet Bankshares
Wisconsin
$381K -$2.45K -7 -0.6%
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