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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
651
Procyon Advisors
Connecticut
$873K -$10.4K -20 -1%
CAG
652
Crestwood Advisors Group
Massachusetts
$872K +$1.55K +3 +0.2%
HF
653
Halpern Financial
Virginia
$872K – – –
AWA
654
Acorn Wealth Advisors
Michigan
$870K +$95.8K +185 +13%
RFA
655
RTD Financial Advisors
Pennsylvania
$868K – – –
USWIA
656
UP Strategic Wealth Investment Advisors
Pennsylvania
$864K +$19.2K +37 +2%
BCA
657
Bay Colony Advisors
Massachusetts
$861K +$19.7K +38 +3%
HIC
658
Hartline Investment Corp
Illinois
$861K +$802K +1,548 New
V
659
VeraBank
Texas
$860K – – –
IWC
660
Integrated Wealth Concepts
Massachusetts
$855K +$1.55K +3 +0.2%
AMM
661
American Money Management
California
$854K – – –
OFG
662
Omega Financial Group
California
$852K -$52.8K -102 -6%
HAM
663
Harmony Asset Management
Arizona
$851K -$51.8K -100 -6%
CFP
664
Cascade Financial Partners
California
$847K +$828K +1,598 New
CWM
665
Cornerstone Wealth Management
Missouri
$842K -$2.59K -5 -0.3%
VIM
666
Vista Investment Management
Pennsylvania
$841K – – –
RCS
667
Retirement Capital Strategies
California
$836K – – –
BB
668
Bell Bank
North Dakota
$826K +$769K +1,485 New
GPI
669
General Partner Inc
Pennsylvania
$826K +$769K +1,484 New
PNC
670
Park National Corp
Ohio
$822K +$57K +110 +8%
TVAMP
671
Tennessee Valley Asset Management Partners
Tennessee
$818K -$1.05M -2,027 -58%
PMFA
672
Plante Moran Financial Advisors
Michigan
$817K +$1.04K +2 +0.1%
ALWM
673
Andrews Lucia Wealth Management
California
$817K -$69.4K -134 -8%
BOS
674
Bank of Stockton
California
$808K – – –
BCI
675
Brinker Capital Investments
Pennsylvania
$805K +$52.3K +101 +8%
25 26
27
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