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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
676
Tennessee Valley Asset Management Partners
Tennessee
$819K -$14.9K -27 -2%
BBNA
677
Bremer Bank National Association
Minnesota
$819K -$506K -918 -39%
CWM
678
CCG Wealth Management
California
$819K – – –
CGL
679
Clarius Group LLC
Washington
$812K +$485K +880 +161%
SFB
680
STAR Financial Bank
Indiana
$808K -$52.9K -96 -6%
PFA
681
Pettinga Financial Advisors
Indiana
$798K -$27.5K -50 -3%
LG
682
LAM Group
Oregon
$798K – – –
GSC
683
Ground Swell Capital
South Carolina
$793K +$767K +1,392 New
QPWM
684
Quadrant Private Wealth Management
Pennsylvania
$793K +$551 +1 +0.1%
LCM
685
Leisure Capital Management
California
$792K -$1.65K -3 -0.2%
BBW
686
Blue Barn Wealth
Utah
$790K +$1.1K +2 +0.1%
TCWA
687
Turtle Creek Wealth Advisors
Texas
$790K – – –
V
688
ViaWealth
Kansas
$786K -$28.6K -52 -4%
FC
689
FCA Corp
Texas
$786K – – –
ALWM
690
Andrews Lucia Wealth Management
California
$786K – – –
HPC
691
HM Payson & Co
Maine
$782K -$95.9K -174 -11%
MAG
692
M3 Advisory Group
Massachusetts
$781K +$43.5K +79 +6%
MIG
693
McGuire Investment Group
Rhode Island
$781K -$9.92K -18 -1%
LMKC
694
L.M. Kohn & Company
Ohio
$780K -$788K -1,431 -51%
HFP
695
Holistic Financial Partners
Indiana
$779K -$18.2K -33 -2%
RRA
696
Round Rock Advisors
Connecticut
$776K – – –
EDRH
697
Edmond de Rothschild Holding
Switzerland
$774K – – –
3AM
698
3EDGE Asset Management
Florida
$767K +$192K +349 +35%
CAG
699
Crestwood Advisors Group
Massachusetts
$764K -$79.9K -145 -10%
SI
700
Seeds Investor
New York
$761K +$250K +454 +52%
26 27
28
29 30