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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
Truepoint Inc
Ohio
$845K +$8.14K +16 +1%
WS
577
Wedbush Securities
California
$842K +$1.02K +2 +0.1%
HWM
578
Hohimer Wealth Management
Washington
$837K – – –
OWM
579
Orgel Wealth Management
Wisconsin
$836K -$4.07K -8 -0.5%
OAM
580
Oppenheimer Asset Management
New York
$833K +$819K +1,610 New
MAM
581
Meeder Asset Management
Ohio
$832K +$139K +273 +20%
BFG
582
Berger Financial Group
Minnesota
$829K +$509 +1 +0.1%
RFA
583
RTD Financial Advisors
Pennsylvania
$829K +$815K +1,602 New
PMFA
584
Plante Moran Financial Advisors
Michigan
$828K +$63.1K +124 +8%
AMM
585
American Money Management
California
$823K – – –
AWA
586
Acorn Wealth Advisors
Michigan
$816K +$21.9K +43 +3%
ZCM
587
Ziegler Capital Management
Illinois
$812K – – –
ALWM
588
Andrews Lucia Wealth Management
California
$806K +$792K +1,557 New
VIM
589
Vista Investment Management
Pennsylvania
$804K +$509 +1 +0.1%
GWM
590
Geneos Wealth Management
Colorado
$803K -$14.2K -28 -2%
AWA
591
Arkadios Wealth Advisors
Georgia
$802K +$11.2K +22 +1%
HCM
592
Howland Capital Management
Massachusetts
$796K -$855K -1,681 -52%
SIC
593
Samalin Investment Counsel
New York
$791K – – –
QCG
594
Quadrant Capital Group
Ohio
$788K +$181K +355 +30%
KWM
595
Kaydan Wealth Management
Michigan
$786K +$772K +1,518 New
PFA
596
Pettinga Financial Advisors
Indiana
$785K -$3.52M -6,919 -82%
W
597
WorthPointe
California
$783K +$811K +1,594 New
BOH
598
Bank of Hawaii
Hawaii
$782K – – –
RCS
599
Retirement Capital Strategies
California
$781K – – –
CWM
600
CCG Wealth Management
California
$779K – – –
22 23
24
25 26