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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
576
CCG Wealth Management
California
$716K -$51.1K -112 -7%
OPS
577
Orion Portfolio Solutions
Nebraska
$716K +$686K +1,504 New
BWP
578
Baldwin Wealth Partners
Massachusetts
$711K -$45.6K -100 -6%
LCM
579
Leisure Capital Management
California
$709K – – –
PNC
580
Park National Corp
Ohio
$698K -$23.7K -52 -3%
GC
581
Grimes & Company
Massachusetts
$697K – – –
MIG
582
McGuire Investment Group
Rhode Island
$695K -$119K -262 -15%
AIM
583
Arcadia Investment Management
Michigan
$692K +$36.5K +80 +6%
IFWM
584
Institute for Wealth Management
Colorado
$690K +$456 +1 +0.1%
FNBSF
585
First National Bank Sioux Falls
South Dakota
$688K – – –
HF
586
HRT Financial
New York
$686K +$658K +1,443 New
BBA
587
BLB&B Advisors
Pennsylvania
$679K -$88K -193 -12%
SWMG
588
Strategic Wealth Management Group
Maryland
$677K – – –
BCA
589
Bay Colony Advisors
Massachusetts
$676K -$4.56K -10 -0.7%
HC
590
Hamilton Capital
Ohio
$670K +$642K +1,407 New
FC
591
FCA Corp
Texas
$657K – – –
RRA
592
Round Rock Advisors
Connecticut
$656K – – –
HA
593
HYA Advisors
Missouri
$654K – – –
WA
594
Wealth Architects
California
$653K -$35.1K -77 -5%
BFM
595
Broadview Financial Management
Wisconsin
$645K -$20.1K -44 -3%
GFS
596
GYL Financial Synergies
Connecticut
$643K -$53.8K -118 -8%
TNB
597
TCF National Bank
South Dakota
$643K – – –
PA
598
Procyon Advisors
Connecticut
$642K +$29.6K +65 +5%
GL
599
Graypoint LLC
New York
$638K +$37.4K +82 +7%
CWM
600
Chesapeake Wealth Management
Virginia
$626K -$115K -253 -16%
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