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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
$769K +$455 +1 +0.1%
ALWM
602
Andrews Lucia Wealth Management
California
$767K -$911 -2 -0.1%
PA
603
Procyon Advisors
Connecticut
$766K – – –
HFP
604
Holistic Financial Partners
Indiana
$766K +$1.37K +3 +0.2%
CWM
605
Cornerstone Wealth Management
Missouri
$759K -$11.4K -25 -2%
AMM
606
American Money Management
California
$759K – – –
IFWM
607
Institute for Wealth Management
Colorado
$758K +$24.6K +54 +4%
RWA
608
River Wealth Advisors
Pennsylvania
$752K -$16.8K -37 -2%
RFA
609
RTD Financial Advisors
Pennsylvania
$752K – – –
CCM
610
Coldstream Capital Management
Washington
$751K -$511K -1,122 -42%
DWP
611
Daymark Wealth Partners
Ohio
$747K +$710K +1,560 New
CCWM
612
Cassaday & Co Wealth Management
Virginia
$740K – – –
V
613
VeraBank
Texas
$740K – – –
VIM
614
Vista Investment Management
Pennsylvania
$739K -$1.37K -3 -0.2%
VA
615
Valmark Advisers
Ohio
$734K -$10.5K -23 -1%
LSA
616
L & S Advisors
California
$734K +$138K +303 +25%
ICG
617
InterOcean Capital Group
Tennessee
$732K – – –
BOH
618
Bank of Hawaii
Hawaii
$723K – – –
HH
619
Hilltop Holdings
Texas
$721K +$452K +992 +193%
AWA
620
Acorn Wealth Advisors
Michigan
$721K -$9.11K -20 -1%
RCS
621
Retirement Capital Strategies
California
$719K – – –
BJL
622
Brighton Jones LLC
Washington
$715K +$4.55K +10 +0.7%
BTWM
623
Baker Tilly Wealth Management
Wisconsin
$710K -$3.64K -8 -0.5%
KTC
624
Kistler-Tiffany Companies
Pennsylvania
$708K +$673K +1,479 New
TC
625
TownSquare Capital
Utah
$707K +$672K +1,477 New
23 24
25
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