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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$796K +$69.2K +118 +9%
TVAMP
727
Tennessee Valley Asset Management Partners
Tennessee
$795K -$25.2K -43 -3%
QPWM
728
Quadrant Private Wealth Management
Pennsylvania
$794K +$586 +1 +0.1%
SAM
729
Sawgrass Asset Management
Florida
$793K -$154K -262 -16%
LCM
730
Leisure Capital Management
California
$792K – – –
FC
731
FCA Corp
Texas
$786K – – –
V
732
ViaWealth
Kansas
$786K – – –
BBW
733
Blue Barn Wealth
Utah
$785K -$5.28K -9 -0.6%
SFA
734
Sequoia Financial Advisors
Ohio
$784K +$31.1K +53 +4%
HT
735
Headlands Technologies
Illinois
$782K +$805K +1,373 New
MIG
736
McGuire Investment Group
Rhode Island
$781K – – –
NL
737
NWAM LLC
Washington
$781K -$512K -873 -39%
HAM
738
Harmony Asset Management
Arizona
$780K +$82.1K +140 +11%
AWA
739
Arkadios Wealth Advisors
Georgia
$779K +$36.3K +62 +5%
HFP
740
Holistic Financial Partners
Indiana
$778K -$586 -1 -0.1%
RRA
741
Round Rock Advisors
Connecticut
$776K – – –
SFB
742
STAR Financial Bank
Indiana
$768K -$41K -70 -5%
LMKC
743
L.M. Kohn & Company
Ohio
$766K -$14.7K -25 -2%
SIC
744
Samalin Investment Counsel
New York
$765K +$20.5K +35 +3%
CAG
745
Crestwood Advisors Group
Massachusetts
$764K – – –
PPG
746
Peak Planning Group
Colorado
$763K -$74.4K -127 -9%
VVP
747
Venture Visionary Partners
Ohio
$759K – – –
PCP
748
Panoramic Capital Partners
Oregon
$758K +$780K +1,331 New
SG
749
Stanich Group
New York
$747K +$768K +1,311 New
EWA
750
Exencial Wealth Advisors
Oklahoma
$744K – – –
28 29
30
31 32