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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
601
Berger Financial Group
Minnesota
$736K +$466 +1 +0.1%
ALWM
602
Andrews Lucia Wealth Management
California
$735K +$466 +1 +0.1%
PA
603
Procyon Advisors
Connecticut
$733K – – –
HFP
604
Holistic Financial Partners
Indiana
$732K -$40.6K -87 -5%
AWM
605
Axxcess Wealth Management
California
$730K +$9.79K +21 +1%
AMM
606
American Money Management
California
$726K -$466 -1 -0.1%
BBW
607
Blue Barn Wealth
Utah
$724K -$6.06K -13 -0.8%
RFA
608
RTD Financial Advisors
Pennsylvania
$720K -$10.7K -23 -1%
VA
609
Valmark Advisers
Ohio
$713K +$28.9K +62 +4%
CCWM
610
Cassaday & Co Wealth Management
Virginia
$709K -$5.59K -12 -0.8%
VIM
611
Vista Investment Management
Pennsylvania
$709K -$1.86K -4 -0.3%
V
612
VeraBank
Texas
$708K – – –
SCM
613
Sebold Capital Management
Illinois
$707K -$10.3K -22 -1%
IFWM
614
Institute for Wealth Management
Colorado
$701K +$13.5K +29 +2%
ICG
615
InterOcean Capital Group
Tennessee
$700K – – –
HP
616
Hyperion Partners
Pennsylvania
$700K +$75.5K +162 +12%
AWA
617
Acorn Wealth Advisors
Michigan
$699K -$15.8K -34 -2%
BOH
618
Bank of Hawaii
Hawaii
$692K – – –
RCS
619
Retirement Capital Strategies
California
$689K – – –
PPG
620
Peak Planning Group
Colorado
$683K +$161K +346 +30%
BTWM
621
Baker Tilly Wealth Management
Wisconsin
$683K +$378K +810 +119%
FZCM
622
Flynn Zito Capital Management
New York
$681K -$152K -326 -18%
BJL
623
Brighton Jones LLC
Washington
$680K +$106K +228 +18%
OWM
624
Orgel Wealth Management
Wisconsin
$680K -$466 -1 -0.1%
SL
625
Sentinus LLC
Illinois
$677K +$688K +1,476 New
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