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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
701
Cascade Financial Partners
California
$768K -$48.3K -85 -6%
DFA
702
Davies Financial Advisors
California
$768K +$538K +948 +193%
CCFM
703
Clear Creek Financial Management
Washington
$767K +$266K +469 +48%
CWM
704
CCG Wealth Management
California
$767K – – –
PFT
705
Providence First Trust
Arizona
$763K -$29.5K -52 -4%
BFAG
706
Blackston Financial Advisory Group
Florida
$763K -$66.4K -117 -8%
CGL
707
Clarius Group LLC
Washington
$761K – – –
SIC
708
Samalin Investment Counsel
New York
$754K +$40.3K +71 +5%
BTD
709
BankPlus Trust Department
Mississippi
$754K – – –
AWA
710
Arkadios Wealth Advisors
Georgia
$753K +$24.4K +43 +3%
MCM
711
MontVue Capital Management
Virginia
$751K -$31.2K -55 -4%
FCCM
712
First City Capital Management
Georgia
$748K – – –
BMM
713
Berkshire Money Management
Massachusetts
$748K -$2.27K -4 -0.3%
MWM
714
Mission Wealth Management
California
$747K +$284K +501 +56%
LG
715
LAM Group
Oregon
$747K – – –
SAM
716
Sawgrass Asset Management
Florida
$743K – – –
TCM
717
TruNorth Capital Management
Michigan
$743K +$768K +1,353 +3,383%
QPWM
718
Quadrant Private Wealth Management
Pennsylvania
$743K – – –
LCM
719
Leisure Capital Management
California
$742K – – –
TVAMP
720
Tennessee Valley Asset Management Partners
Tennessee
$740K -$5.11K -9 -0.6%
CNBOF
721
City National Bank of Florida
Florida
$739K +$69.3K +122 +10%
FC
722
FCA Corp
Texas
$736K – – –
MKC
723
M. Kraus & Co
Vermont
$734K -$184K -325 -19%
MIG
724
McGuire Investment Group
Rhode Island
$731K – – –
HFP
725
Holistic Financial Partners
Indiana
$731K +$1.7K +3 +0.2%
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