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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
601
Legacy Private Trust
Wisconsin
$761K -$20.6K -43 -3%
SAM
602
Sawgrass Asset Management
Florida
$756K – – –
VA
603
Valmark Advisers
Ohio
$754K +$57K +119 +8%
CWC
604
Carolinas Wealth Consulting
North Carolina
$751K +$479 +1 +0.1%
QCG
605
Quadrant Capital Group
Ohio
$750K +$82.9K +173 +12%
PBF
606
Petix & Botte Financial
California
$749K – – –
AA
607
Alesco Advisors
New York
$748K -$4.31K -9 -0.5%
AP
608
Adero Partners
California
$746K – – –
CCM
609
Coldstream Capital Management
Washington
$742K +$26.8K +56 +4%
GCM
610
Gator Capital Management
Florida
$734K – – –
BFG
611
Berger Financial Group
Minnesota
$733K – – –
ALWM
612
Andrews Lucia Wealth Management
California
$732K +$479 +1 +0.1%
PA
613
Procyon Advisors
Connecticut
$730K – – –
HF
614
Halpern Financial
Virginia
$727K +$120K +250 +19%
CWM
615
Cornerstone Wealth Management
Missouri
$724K -$479 -1 -0.1%
AMM
616
American Money Management
California
$723K – – –
NWMG
617
National Wealth Management Group
Ohio
$721K +$344K +717 +83%
MS
618
Maven Securities
Jersey
$721K +$757K +1,579 New
RFA
619
RTD Financial Advisors
Pennsylvania
$717K – – –
CWA
620
Clearview Wealth Advisors
Oregon
$716K +$751K +1,567 New
CAG
621
Crestwood Advisors Group
Massachusetts
$715K -$280K -585 -27%
DWP
622
Daymark Wealth Partners
Ohio
$712K – – –
TCM
623
Triumph Capital Management
Colorado
$709K +$352K +734 +90%
FBFS
624
First Business Financial Services
Wisconsin
$708K -$39.3K -82 -5%
CCWM
625
Cassaday & Co Wealth Management
Virginia
$706K – – –
23 24
25
26 27