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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
576
Baldwin Wealth Partners
Massachusetts
$811K -$2.43K -5 -0.3%
CWM
577
Congress Wealth Management
Massachusetts
$810K -$14.6K -30 -2%
NCM
578
Neumann Capital Management
California
$809K -$48.7K -100 -6%
AGM
579
Alpine Global Management
New York
$809K +$803K +1,650 New
AP
580
Adero Partners
California
$801K – – –
SLWS
581
Swaine & Leidel Wealth Services
Florida
$801K +$390K +801 New
SHFP
582
Second Half Financial Partners
Florida
$801K +$818K +1,682 New
HWM
583
Hohimer Wealth Management
Washington
$793K – – –
TI
584
Truepoint Inc
Ohio
$792K -$7.78K -16 -1%
OWM
585
Orgel Wealth Management
Wisconsin
$792K – – –
T
586
TCWP
Ohio
$791K +$444K +913 +130%
CA
587
CoreCap Advisors
Michigan
$788K +$616K +1,266 +372%
BFG
588
Berger Financial Group
Minnesota
$786K – – –
WS
589
Wedbush Securities
California
$783K -$14.6K -30 -2%
PMFA
590
Plante Moran Financial Advisors
Michigan
$781K -$7.3K -15 -0.9%
RFA
591
RTD Financial Advisors
Pennsylvania
$781K -$4.38K -9 -0.6%
AMM
592
American Money Management
California
$780K – – –
AWA
593
Acorn Wealth Advisors
Michigan
$779K +$5.84K +12 +0.8%
ZCM
594
Ziegler Capital Management
Illinois
$764K -$4.87K -10 -0.6%
VIM
595
Vista Investment Management
Pennsylvania
$759K -$2.92K -6 -0.4%
SIC
596
Samalin Investment Counsel
New York
$749K +$487 +1 +0.1%
BOH
597
Bank of Hawaii
Hawaii
$741K – – –
LJAC
598
L.J. Altfest & Co
New York
$740K +$107K +219 +17%
DSC
599
Duncker Streett & Co
Missouri
$738K -$116K -239 -14%
CWM
600
CCG Wealth Management
California
$738K – – –
22 23
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