MDY icon

State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FA
751
Fagan Associates
New York
$456K – – –
CCM
752
Canal Capital Management
Virginia
$449K – – –
TAM
753
Trillium Asset Management
Massachusetts
$445K – – –
SFG
754
SevenBridge Financial Group
Pennsylvania
$439K – – –
CIS
755
Connors Investor Services
Pennsylvania
$438K +$417K +915 New
ES
756
Eagle Strategies
New York
$437K +$5.46K +12 +1%
LA
757
Lifeworks Advisors
Michigan
$434K – – –
FBB
758
Fulton Breakefield Broenniman
Maryland
$433K -$11.4K -25 -3%
MMPW
759
Mitchell McLeod Pugh & Williams
Alabama
$433K – – –
PMG
760
ProVise Management Group
Florida
$431K -$3.19K -7 -0.8%
NWMG
761
National Wealth Management Group
Ohio
$420K -$161K -354 -29%
LBC
762
Lowe Brockenbrough & Co
Virginia
$419K – – –
BWL
763
Bogart Wealth LLC
Virginia
$418K – – –
RC
764
Rovin Capital
Arizona
$418K – – –
AWS
765
AJ Wealth Strategies
New York
$417K +$1.37K +3 +0.3%
RDWM
766
Red Door Wealth Management
Tennessee
$416K – – –
CPSAC
767
Chas P. Smith & Associates (CPS)
Florida
$413K -$10K -22 -2%
KWA
768
KCS Wealth Advisory
California
$412K +$392K +861 New
WC
769
Weil Company
California
$411K -$112K -247 -22%
DWM
770
Denver Wealth Management
Colorado
$411K – – –
Fiera Capital (Canada)
771
Fiera Capital (Canada)
Quebec, Canada
$409K – – –
IRAG
772
Investment Research & Advisory Group
Georgia
$406K – – –
CPA
773
Cardiff Park Advisors
California
$405K +$455 +1 +0.1%
BMCM
774
Bryn Mawr Capital Management
Pennsylvania
$405K +$78.8K +173 +26%
WA
775
WBH Advisory
Maryland
$404K – – –