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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
626
Sachetta
Massachusetts
$969K -$53.4K -97 -5%
PCMC
627
Paragon Capital Management (Colorado)
Colorado
$968K -$937K -1,700 -50%
MKC
628
M. Kraus & Co
Vermont
$968K – – –
PWM
629
Peterson Wealth Management
Nevada
$963K -$190K -344 -17%
MC
630
Moors & Cabot
Massachusetts
$960K -$2.2K -4 -0.2%
LSIA
631
LaSalle St. Investment Advisors
Illinois
$953K +$3.31K +6 +0.4%
LPT
632
Legacy Private Trust
Wisconsin
$949K – – –
SAM
633
Sawgrass Asset Management
Florida
$943K – – –
AI
634
Atria Investments
North Carolina
$942K -$1.96M -3,551 -68%
QCG
635
Quadrant Capital Group
Ohio
$941K – – –
JAG
636
Journey Advisory Group
Kentucky
$940K – – –
AP
637
Adero Partners
California
$935K -$50.7K -92 -5%
NRG
638
Nemes Rush Group
Michigan
$933K -$2.75K -5 -0.3%
RT
639
Rockland Trust
Massachusetts
$927K -$11K -20 -1%
GCM
640
Gator Capital Management
Florida
$921K – – –
AI
641
Accredited Investors
Minnesota
$916K – – –
OWM
642
Orgel Wealth Management
Wisconsin
$915K +$186K +338 +27%
AA
643
Alesco Advisors
New York
$914K – – –
HCM
644
Howland Capital Management
Massachusetts
$912K – – –
BFAG
645
Blackston Financial Advisory Group
Florida
$909K +$879K +1,595 New
HF
646
Halpern Financial
Virginia
$907K +$6.61K +12 +0.8%
LRIC
647
Long Road Investment Counsel
Michigan
$906K +$19.3K +35 +2%
MCC
648
Money Concepts Capital
Florida
$904K -$1.81M -3,284 -67%
TW
649
TritonPoint Wealth
Maryland
$899K +$24.8K +45 +3%
AWA
650
Acorn Wealth Advisors
Michigan
$896K -$75.5K -137 -8%
24 25
26
27 28