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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
751
LS Investment Advisors
Michigan
$80K – – –
IWP
752
Icon Wealth Partners
Texas
$80K +$78.5K +233 New
CHP
753
Cable Hill Partners
Oregon
$77K -$21.2K -63 -22%
KJWM
754
Kiley Juergens Wealth Management
Washington
$77K +$75.1K +223 New
CT
755
Clearstead Trust
Maine
$69K – – –
PO
756
Private Ocean
California
$69K +$337 +1 +0.5%
FMB
757
Field & Main Bank
Kentucky
$69K +$67.4K +200 New
VCM
758
Vigilant Capital Management
Maine
$67K – – –
PSW
759
Portfolio Strategies (Washington)
Washington
$65K -$1.35K -4 -2%
SFSIG
760
San Francisco Sentry Investment Group
California
$63K +$15.2K +45 +33%
VIA
761
Vantage Investment Advisors
Pennsylvania
$59K – – –
LGWM
762
Litman Gregory Wealth Management
California
$58K – – –
WB
763
Webster Bank
Connecticut
$58K – – –
NPP
764
New Potomac Partners
Maryland
$57K +$55.3K +164 New
CHC
765
City Holding Co
West Virginia
$55K – – –
ADL
766
Asset Dedication LLC
California
$53K – – –
AP
767
Atwood & Palmer
Missouri
$52K – – –
TIM
768
Tortoise Investment Management
New York
$47K – – –
SHJ
769
Sharkey, Howes & Javer
Colorado
$46K -$47.2K -140 -51%
BWP
770
Baldwin Wealth Partners
Massachusetts
$46K +$10.8K +32 +32%
HS
771
Horan Securities
United States
$45K – – –
SWMG
772
Signature Wealth Management Group
Georgia
$45K +$43.8K +130 New
VFA
773
Valeo Financial Advisors
Indiana
$44K – – –
FIB
774
First Interstate Bank
Montana
$43K – – –
ACM
775
Armbruster Capital Management
New York
$41K – – –
29 30
31
32 33