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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
576
Private Wealth Group
Florida
$862K – – –
HCM
577
Howland Capital Management
Massachusetts
$860K – – –
PP
578
Prosperity Planning
Missouri
$856K -$1.92K -4 -0.2%
FWTB
579
First Western Trust Bank
Colorado
$855K -$153K -319 -15%
PVI
580
Pine Valley Investments
New Jersey
$853K +$479 +1 +0.1%
LSIA
581
LaSalle St. Investment Advisors
Illinois
$848K +$26.4K +55 +3%
SWA
582
Stratos Wealth Advisors
Ohio
$842K – – –
CB
583
Cadence Bank
Mississippi
$834K -$958 -2 -0.1%
AMCA
584
Arthur M. Cohen & Associates
Illinois
$825K +$479 +1 +0.1%
BFC
585
Blue Fin Capital
Rhode Island
$819K +$336K +701 +64%
PCM
586
Parsons Capital Management
Rhode Island
$813K +$59.9K +125 +8%
BWP
587
Baldwin Wealth Partners
Massachusetts
$811K – – –
LC
588
LCNB Corp
Ohio
$811K -$7.19K -15 -0.8%
DIA
589
Dana Investment Advisors
Wisconsin
$808K +$958 +2 +0.1%
JAG
590
Journey Advisory Group
Kentucky
$800K – – –
HSA
591
HBK Sorce Advisory
Pennsylvania
$796K -$6.23K -13 -0.7%
LA
592
Lynch & Associates
Indiana
$795K -$90.1K -188 -10%
PPG
593
Peak Planning Group
Colorado
$790K +$12.9K +27 +2%
FMWA
594
Forvis Mazars Wealth Advisors
Missouri
$789K – – –
AWM
595
Axxcess Wealth Management
California
$780K +$33.1K +69 +4%
MC
596
Moors & Cabot
Massachusetts
$776K -$52.7K -110 -6%
MKC
597
M. Kraus & Co
Vermont
$776K – – –
AWA
598
Arkadios Wealth Advisors
Georgia
$771K +$4.79K +10 +0.6%
PWM
599
Peterson Wealth Management
Nevada
$769K +$272K +567 +51%
OFG
600
Omega Financial Group
California
$764K -$138K -288 -15%
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