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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
601
Independent Financial Group
California
$624K +$40.6K +89 +7%
Chevy Chase Trust
602
Chevy Chase Trust
Maryland
$614K
IAN
603
Integrated Advisors Network
Texas
$612K -$559K -1,225 -49%
WA
604
Wealth Advisors
California
$607K -$121K -266 -18%
EFS
605
Essex Financial Services
Connecticut
$607K +$16K +35 +3%
SNT
606
Security National Trust
West Virginia
$605K
WWM
607
Western Wealth Management
Colorado
$604K -$429K -940 -43%
SBIA
608
Sheaff Brock Investment Advisors
Indiana
$599K -$12.8K -28 -2%
SFSIG
609
San Francisco Sentry Investment Group
California
$594K +$41.5K +91 +8%
MKC
610
M. Kraus & Co
Vermont
$592K +$567K +1,244 New
AP
611
Appleton Partners
Massachusetts
$583K -$110K -242 -16%
RGC
612
Roberts, Glore & Co
Illinois
$579K -$600K -1,317 -52%
SFG
613
SevenBridge Financial Group
Pennsylvania
$579K
MC
614
Moors & Cabot
Massachusetts
$577K +$11.4K +25 +2%
DL
615
DOHJ LLC
Washington
$576K +$255K +560 +86%
SFA
616
Sequoia Financial Advisors
Ohio
$574K
AWM
617
Altium Wealth Management
New York
$569K
RPC
618
Rossmore Private Capital
Connecticut
$569K
EWM
619
Empirical Wealth Management
Washington
$569K +$114K +250 +26%
SPP
620
Single Point Partners
Massachusetts
$563K
FA
621
Fagan Associates
New York
$562K
KCM
622
Kanawha Capital Management
Virginia
$559K -$11.4K -25 -2%
JFA
623
JNBA Financial Advisors
Minnesota
$559K
Thrivent Financial for Lutherans
624
Thrivent Financial for Lutherans
Minnesota
$558K +$21.4K +47 +4%
NDSI
625
Newman Dignan & Sheerar Inc
Rhode Island
$550K +$33.3K +73 +7%