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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
601
River Wealth Advisors
Pennsylvania
$579K +$3.61K +8 +0.6%
LCM
602
Leisure Capital Management
California
$575K – – –
GJIC
603
Gamble Jones Investment Counsel
California
$574K – – –
FC
604
FCA Corp
Texas
$571K – – –
AWA
605
Arkadios Wealth Advisors
Georgia
$570K -$43.8K -97 -7%
SAM
606
Seelaus Asset Management
New Jersey
$568K – – –
WA
607
Wealth Architects
California
$568K – – –
BFM
608
Broadview Financial Management
Wisconsin
$567K +$1.81K +4 +0.3%
RRA
609
Round Rock Advisors
Connecticut
$560K – – –
QPWM
610
Quadrant Private Wealth Management
Pennsylvania
$557K – – –
HF
611
Halpern Financial
Virginia
$555K -$6.77K -15 -1%
CCFM
612
Clear Creek Financial Management
Washington
$553K -$86.7K -192 -13%
KWM
613
Kaydan Wealth Management
Michigan
$551K – – –
REMPR
614
Roof Eidam Maycock Peralta (REMP)
California
$551K – – –
TDC
615
Thompson Davis & Co
Virginia
$548K -$209K -462 -26%
MAM
616
Meeder Asset Management
Ohio
$547K -$151K -334 -20%
FAIM
617
Financial Advocates Investment Management
Washington
$547K -$35.2K -78 -6%
SFA
618
Sequoia Financial Advisors
Ohio
$545K – – –
AWS
619
AJ Wealth Strategies
New York
$541K +$903 +2 +0.2%
SMH
620
Sanders Morris Harris
Texas
$537K +$587K +1,300 New
BBA
621
BLB&B Advisors
Pennsylvania
$535K – – –
LRIC
622
Long Road Investment Counsel
Michigan
$531K -$13.5K -30 -2%
SW
623
SteelPeak Wealth
California
$527K +$903 +2 +0.2%
VA
624
Valmark Advisers
Ohio
$523K -$7.68K -17 -1%
CA
625
Claro Advisors
Massachusetts
$522K +$570K +1,262 New
23 24
25
26 27