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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
UFAC
726
Urban Financial Advisory Corp
Illinois
$680K +$2.07K +4 +0.3%
SQA
727
Simon Quick Advisors
New Jersey
$678K – – –
TCOV
728
Trust Company of Vermont
Vermont
$676K -$12.4K -24 -2%
CWM
729
Congress Wealth Management
Massachusetts
$675K -$1.21M -2,336 -66%
OWM
730
Orgel Wealth Management
Wisconsin
$670K -$23.8K -46 -4%
CA
731
CGN Advisors
Kansas
$670K +$246K +475 +65%
NB
732
Nicolet Bankshares
Wisconsin
$669K – – –
IAA
733
Independent Advisor Alliance
North Carolina
$668K – – –
MAG
734
M3 Advisory Group
Massachusetts
$666K +$116K +224 +23%
CCM
735
Corsair Capital Management
New York
$665K +$620K +1,196 New
DSC
736
Duncker Streett & Co
Missouri
$665K – – –
KCM
737
Kanawha Capital Management
Virginia
$663K +$64.8K +125 +12%
HWM
738
Hohimer Wealth Management
Washington
$658K – – –
LSA
739
L & S Advisors
California
$655K +$1.04K +2 +0.2%
OWP
740
Obermeyer Wealth Partners
Colorado
$655K +$5.7K +11 +0.9%
MCM
741
MontVue Capital Management
Virginia
$654K +$5.18K +10 +0.9%
WWM
742
Western Wealth Management
Colorado
$645K -$5.18K -10 -0.9%
EWA
743
Encompass Wealth Advisors
Oregon
$645K – – –
W
744
WorthPointe
California
$644K – – –
CIA
745
Capital Investment Advisors
Georgia
$644K +$78.2K +151 +15%
EW
746
Evoke Wealth
California
$642K +$597K +1,152 New
GAB
747
German American Bancorp
Indiana
$636K – – –
SIC
748
Samalin Investment Counsel
New York
$635K +$10.9K +21 +2%
NCM
749
Neumann Capital Management
California
$634K -$93.2K -180 -14%
RG
750
Rathbones Group
United Kingdom
$634K – – –
28 29
30
31 32