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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
601
Bank of Hawaii
Hawaii
$1.19M – – –
ACM
602
AlphaStar Capital Management
North Carolina
$1.19M +$89.1K +152 +8%
APA
603
Astoria Portfolio Advisors
New York
$1.18M – – –
SCM
604
SOL Capital Management
Maryland
$1.18M +$2.93K +5 +0.2%
FFS
605
Founders Financial Securities
Maryland
$1.17M +$1.76K +3 +0.1%
BFS
606
Bradley Foster & Sargent
Connecticut
$1.17M – – –
APP
607
Avantax Planning Partners
Iowa
$1.16M -$5.28K -9 -0.4%
BJL
608
Brighton Jones LLC
Washington
$1.16M +$134K +228 +13%
JWA
609
JFS Wealth Advisors
Pennsylvania
$1.16M – – –
PFG
610
Pacific Financial Group
Washington
$1.16M -$11.1K -19 -0.9%
CHAM
611
Clear Harbor Asset Management
Connecticut
$1.16M – – –
MWM
612
Marion Wealth Management
Pennsylvania
$1.16M +$1.76K +3 +0.1%
HI
613
Horizon Investments
North Carolina
$1.16M -$2.93K -5 -0.2%
IAA
614
Independent Advisor Alliance
North Carolina
$1.15M +$1.18M +2,016 New
CI
615
CX Institutional
Indiana
$1.14M -$193K -330 -14%
DWT
616
Dorsey & Whitney Trust
South Dakota
$1.14M -$135K -230 -10%
CPA
617
Capital Planning Advisors
California
$1.14M -$806K -1,375 -41%
SIA
618
SkyView Investment Advisors
New Jersey
$1.14M – – –
CIA
619
Concurrent Investment Advisors
Florida
$1.14M +$884K +1,508 +308%
GWP
620
Gen-Wealth Partners
Michigan
$1.14M +$35.8K +61 +3%
HH
621
Hilltop Holdings
Texas
$1.13M +$64.5K +110 +6%
BFA
622
Bill Few Associates
Pennsylvania
$1.13M – – –
NCM
623
NCM Capital Management
New Jersey
$1.13M – – –
BWP
624
Burling Wealth Partners
Illinois
$1.13M +$1.16M +1,979 New
MIAS
625
Mason Investment Advisory Services
Virginia
$1.12M – – –
23 24
25
26 27