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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
601
Trexquant Investment
Connecticut
$508K +$43.7K +121 +10%
IWC
602
Integrated Wealth Concepts
Massachusetts
$505K -$73.4K -203 -13%
EIP
603
Ellis Investment Partners
Pennsylvania
$489K -$355K -983 -43%
QT
604
Quantbot Technologies
New York
$487K +$470K +1,299 New
LRIC
605
Long Road Investment Counsel
Michigan
$479K -$61.4K -170 -12%
SNT
606
Security National Trust
West Virginia
$477K – – –
OBGC
607
O'Brien Greene & Co
Pennsylvania
$476K – – –
WWM
608
WJ Wealth Management
Arizona
$471K +$454K +1,255 New
CM
609
Columbus Macro
Pennsylvania
$469K – – –
RGC
610
Roberts, Glore & Co
Illinois
$458K +$441K +1,221 New
SFG
611
SevenBridge Financial Group
Pennsylvania
$457K – – –
PA
612
Procyon Advisors
Connecticut
$452K +$435K +1,203 New
KCM
613
Kanawha Capital Management
Virginia
$450K -$86.7K -240 -17%
PCIA
614
Prime Capital Investment Advisors
Kansas
$449K – – –
EE
615
EWG Elevate
California
$447K +$430K +1,190 New
IFWM
616
Institute for Wealth Management
Colorado
$444K – – –
BOS
617
Bingham Osborn & Scarborough
California
$438K – – –
CWA
618
Clarus Wealth Advisors
Arizona
$437K -$58.6K -162 -12%
AIM
619
Arcadia Investment Management
Michigan
$436K -$3.98K -11 -0.9%
BHWM
620
Bay Harbor Wealth Management
Maryland
$433K -$29.6K -82 -7%
RSWM
621
Robertson Stephens Wealth Management
California
$433K – – –
NWP
622
Northstar Wealth Partners
Connecticut
$432K +$361 +1 +0.1%
PV
623
Private Vista
Illinois
$431K – – –
EWA
624
EP Wealth Advisors
California
$431K +$47.3K +131 +13%
BW
625
Bison Wealth
Georgia
$429K -$3.61K -10 -0.9%
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