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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
651
Howland Capital Management
Massachusetts
$858K – – –
BCI
652
Brinker Capital Investments
Pennsylvania
$856K +$82.3K +153 +11%
OPS
653
Orion Portfolio Solutions
Nebraska
$856K +$82.3K +153 +11%
HF
654
Halpern Financial
Virginia
$852K – – –
MCM
655
MontVue Capital Management
Virginia
$844K +$216K +402 +34%
RFA
656
RTD Financial Advisors
Pennsylvania
$835K – – –
CFP
657
Cascade Financial Partners
California
$832K -$23.1K -43 -3%
LRIC
658
Long Road Investment Counsel
Michigan
$832K +$296K +550 +55%
HPC
659
HM Payson & Co
Maine
$828K -$67.8K -126 -8%
V
660
VeraBank
Texas
$827K – – –
FSA
661
Financial Services Advisory
Maryland
$825K -$727K -1,352 -47%
USWIA
662
UP Strategic Wealth Investment Advisors
Pennsylvania
$822K -$8.07K -15 -1%
BCA
663
Bay Colony Advisors
Massachusetts
$822K -$5.92K -11 -0.7%
TW
664
TritonPoint Wealth
Maryland
$822K – – –
TSS
665
Two Sigma Securities
New York
$821K -$970K -1,803 -54%
AMM
666
American Money Management
California
$821K – – –
CCA
667
Carrera Capital Advisors
Michigan
$818K +$819K +1,524 New
ALWM
668
Andrews Lucia Wealth Management
California
$817K – – –
SA
669
Strategic Advisors
New York
$817K +$239K +444 +41%
OFG
670
Omega Financial Group
California
$814K -$5.38K -10 -0.7%
IWC
671
Integrated Wealth Concepts
Massachusetts
$813K -$9.68K -18 -1%
SFB
672
STAR Financial Bank
Indiana
$811K -$253K -470 -24%
VIM
673
Vista Investment Management
Pennsylvania
$809K – – –
RCS
674
Retirement Capital Strategies
California
$804K – – –
TW
675
TrinityPoint Wealth
Connecticut
$803K +$299K +556 +59%
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