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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
Peterson Wealth Management
Nevada
$701K +$28K +55 +4%
GFS
627
GYL Financial Synergies
Connecticut
$700K +$509 +1 +0.1%
Valmark Advisers
628
Valmark Advisers
Ohio
$694K -$207K -406 -23%
REMPR
629
Roof Eidam Maycock Peralta (REMP)
California
$690K – – –
Neuberger Berman Group
630
Neuberger Berman Group
New York
$685K -$18.3K -36 -3%
PPW
631
Pinnacle Private Wealth
Massachusetts
$684K +$673K +1,322 New
Capital Advisors Inc
632
Capital Advisors Inc
Oklahoma
$674K +$662K +1,301 New
CGIM
633
Cannon Global Investment Management
Florida
$673K +$661K +1,300 New
RWA
634
River Wealth Advisors
Pennsylvania
$671K -$51.9K -102 -7%
CAC
635
Certified Advisory Corp
Florida
$671K +$18.8K +37 +3%
ONST
636
Old North State Trust
North Carolina
$671K +$660K +1,297 New
BBA
637
BLB&B Advisors
Pennsylvania
$670K -$13.2K -26 -2%
AP
638
Appleton Partners
Massachusetts
$668K +$30.5K +60 +5%
LJAC
639
L.J. Altfest & Co
New York
$667K +$285K +561 +77%
RGC
640
Roberts, Glore & Co
Illinois
$666K -$620K -1,218 -49%
DHGWA
641
Dixon Hughes Goodman Wealth Advisors
North Carolina
$665K +$654K +1,285 New
TC
642
Titleist Capital
Texas
$662K +$651K +1,279 New
SBIA
643
Sheaff Brock Investment Advisors
Indiana
$661K +$29K +57 +5%
Western Wealth Management
644
Western Wealth Management
Colorado
$658K +$645K +1,268 New
TD Private Client Wealth
645
TD Private Client Wealth
New York
$656K +$127K +249 +24%
EFS
646
Essex Financial Services
Connecticut
$653K – – –
NIM
647
Nicollet Investment Management
Minnesota
$649K – – –
ACA
648
Ascension Capital Advisors
Texas
$647K -$4.9M -9,627 -89%
WA
649
Wealth Advisors
California
$647K – – –
MKC
650
M. Kraus & Co
Vermont
$644K – – –