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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$467K -$26.1K -56 -5%
IWM
727
IHT Wealth Management
Illinois
$467K +$2.33K +5 +0.5%
GL
728
GHE LLC
Tennessee
$458K – – –
MAM
729
Marquette Asset Management
Minnesota
$458K – – –
RG
730
Rathbones Group
United Kingdom
$458K – – –
GCM
731
Glaxis Capital Management
Florida
$458K +$466K +1,000 New
GLA
732
Great Lakes Advisors
Illinois
$457K -$71.8K -154 -13%
SAG
733
SageView Advisory Group
California
$456K +$243K +521 +110%
VBFG
734
Vishria Bird Financial Group
Tennessee
$455K – – –
BHWM
735
Bar Harbor Wealth Management
New Hampshire
$453K – – –
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$452K +$14.9K +32 +3%
BCI
737
Brinker Capital Investments
Pennsylvania
$449K +$226K +484 +98%
OPS
738
Orion Portfolio Solutions
Nebraska
$449K +$457K +980 New
GIA
739
Gladstone Institutional Advisory
Florida
$445K -$34.5K -74 -7%
BFC
740
Blue Fin Capital
Rhode Island
$443K +$195K +419 +71%
VPP
741
Vertex Planning Partners
Illinois
$442K +$117K +251 +35%
WSFS
742
Wilmington Savings Fund Society
Delaware
$441K -$4.66K -10 -1%
TCOV
743
Trust Company of Vermont
Vermont
$441K – – –
NWM
744
NEIRG Wealth Management
Massachusetts
$440K – – –
FA
745
Fagan Associates
New York
$437K -$53.1K -114 -11%
AMBIA
746
Allen Mooney & Barnes Investment Advisors
Georgia
$436K – – –
RSWM
747
Robertson Stephens Wealth Management
California
$435K +$1.86K +4 +0.4%
AF
748
Apexium Financial
Texas
$434K +$152K +326 +53%
CCM
749
Canal Capital Management
Virginia
$430K -$28.9K -62 -6%
FBB
750
Fulton Breakefield Broenniman
Maryland
$426K – – –
28 29
30
31 32