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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
651
Almanack Investment Partners
Pennsylvania
$942K +$459K +782 +98%
SW
652
Simplicity Wealth
New Jersey
$938K -$346K -590 -27%
S
653
Sachetta
Massachusetts
$922K -$48.7K -83 -5%
MAG
654
M3 Advisory Group
Massachusetts
$918K +$25.8K +44 +3%
USWIA
655
UP Strategic Wealth Investment Advisors
Pennsylvania
$914K – – –
IA
656
IFP Advisors
Florida
$913K +$121K +207 +16%
WTFG
657
Wood Tarver Financial Group
Idaho
$910K -$112K -190 -11%
MC
658
Moors & Cabot
Massachusetts
$910K -$92.2K -157 -9%
PP
659
Prosperity Planning
Missouri
$907K -$55.8K -95 -6%
IAS
660
Insigneo Advisory Services
Florida
$906K -$78.7K -134 -8%
CP
661
Clarendon Private
Massachusetts
$905K +$2.94K +5 +0.3%
AMM
662
American Money Management
California
$902K -$7.63K -13 -0.9%
GWP
663
Gen-Wealth Partners
Michigan
$902K – – –
WF
664
Warner Financial
Maryland
$896K +$587 +1 +0.1%
RCS
665
Retirement Capital Strategies
California
$895K – – –
EWP
666
Elevation Wealth Partners
California
$892K -$49.9K -85 -5%
VIM
667
Vista Investment Management
Pennsylvania
$890K +$1.17K +2 +0.1%
GPI
668
General Partner Inc
Pennsylvania
$885K – – –
FCCM
669
First City Capital Management
Georgia
$883K +$31.7K +54 +4%
SFA
670
Sequoia Financial Advisors
Ohio
$883K +$64K +109 +8%
PFA
671
Pettinga Financial Advisors
Indiana
$880K -$49.3K -84 -5%
D
672
Dentgroup
Louisiana
$877K +$427K +728 +98%
RWM
673
Rialto Wealth Management
New York
$877K – – –
RGC
674
Roberts, Glore & Co
Illinois
$877K – – –
BCA
675
Bay Colony Advisors
Massachusetts
$873K +$15.3K +26 +2%
25 26
27
28 29