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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
651
Rovin Capital
Arizona
$390K -$26.2K -68 -7%
BI
652
Berkeley Inc
Idaho
$389K +$357K +926 New
TAM
653
Trillium Asset Management
Massachusetts
$386K -$28.9K -75 -8%
NFC
654
Northeast Financial Consultants
Connecticut
$386K – – –
PBF
655
Petix & Botte Financial
California
$385K – – –
RSWM
656
Robertson Stephens Wealth Management
California
$379K – – –
VWA
657
V Wealth Advisors
Kansas
$378K +$346K +899 New
ZAM
658
Zevin Asset Management
Massachusetts
$377K +$346K +898 New
HCM
659
Hollencrest Capital Management
California
$376K +$345K +895 New
BJL
660
Brighton Jones LLC
Washington
$374K +$385 +1 +0.1%
KC
661
Kingfisher Capital
North Carolina
$371K +$97.8K +254 +40%
AWM
662
Aberdeen Wealth Management
Illinois
$369K -$68.6K -178 -17%
RW
663
REDW Wealth
New Mexico
$368K +$770 +2 +0.2%
OCM
664
One Capital Management
California
$367K -$7.7K -20 -2%
LFAS
665
Level Four Advisory Services
Texas
$366K -$6.55K -17 -2%
ACM
666
Ayrshire Capital Management
Connecticut
$366K -$385 -1 -0.1%
WPC
667
Waters Parkerson & Co
Louisiana
$363K -$9.63K -25 -3%
RPGK
668
Retirement Planning Group (Kansas)
Kansas
$362K -$20.4K -53 -6%
IRAG
669
Investment Research & Advisory Group
Georgia
$356K – – –
PPG
670
Peak Planning Group
Colorado
$353K – – –
BOS
671
Bingham Osborn & Scarborough
California
$353K – – –
HPA
672
High Probability Advisors
New York
$352K +$322K +836 New
PWM
673
Paulson Wealth Management
Illinois
$352K -$325K -845 -50%
WP
674
WealthPLAN Partners
Nebraska
$351K – – –
VWM
675
Venturi Wealth Management
Texas
$351K +$322K +836 New
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