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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
601
RTD Financial Advisors
Pennsylvania
$640K – – –
AMM
602
American Money Management
California
$639K – – –
PA
603
Procyon Advisors
Connecticut
$638K – – –
HWM
604
Hohimer Wealth Management
Washington
$635K -$15.9K -36 -2%
WS
605
Wedbush Securities
California
$635K -$8.39K -19 -1%
NCM
606
Neumann Capital Management
California
$631K -$35.3K -80 -5%
AWA
607
Arkadios Wealth Advisors
Georgia
$630K +$83.5K +189 +14%
AWA
608
Acorn Wealth Advisors
Michigan
$628K +$17.2K +39 +3%
VIM
609
Vista Investment Management
Pennsylvania
$623K +$883 +2 +0.1%
V
610
VeraBank
Texas
$621K -$10.2K -23 -1%
HCM
611
Howland Capital Management
Massachusetts
$619K – – –
ICG
612
InterOcean Capital Group
Tennessee
$614K -$15.5K -35 -2%
SIC
613
Samalin Investment Counsel
New York
$610K -$4.42K -10 -0.7%
BOH
614
Bank of Hawaii
Hawaii
$607K – – –
RCS
615
Retirement Capital Strategies
California
$606K – – –
KPWS
616
Kestra Private Wealth Services
Texas
$605K +$186K +420 +39%
CST
617
Charles Schwab Trust
Nevada
$600K +$659K +1,493 New
PMFA
618
Plante Moran Financial Advisors
Michigan
$595K +$3.53K +8 +0.5%
GAG
619
GM Advisory Group
New York
$594K -$132K -299 -17%
IFWM
620
Institute for Wealth Management
Colorado
$594K +$442 +1 +0.1%
BOS
621
Bank of Stockton
California
$592K – – –
QCG
622
Quadrant Capital Group
Ohio
$590K – – –
ONST
623
Old North State Trust
North Carolina
$589K +$648K +1,467 +146,700%
FH
624
FWG Holdings
Florida
$586K -$18.6K -42 -3%
ACM
625
Advisors Capital Management
New Jersey
$586K +$103K +234 +22%
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25
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