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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
776
Bar Harbor Wealth Management
New Hampshire
$391K – – –
BWP
777
BSW Wealth Partners
Colorado
$391K – – –
WP
778
WealthPLAN Partners
Nebraska
$391K +$5.09K +10 +1%
CAM
779
Congress Asset Management
Massachusetts
$391K +$123K +242 +47%
PPG
780
Peak Planning Group
Colorado
$389K – – –
HC
781
Hoese & Co
Minnesota
$388K -$20.4K -40 -5%
HCMG
782
Howard Capital Management Group
California
$388K -$5.09K -10 -1%
BA
783
Baugh & Associates
Georgia
$386K -$28K -55 -7%
EE
784
EWG Elevate
California
$383K -$10.7M -20,969 -97%
OCM
785
Orion Capital Management
California
$383K – – –
TCOV
786
Trust Company of Vermont
Vermont
$383K – – –
PCMC
787
Private Capital Management (Colorado)
Colorado
$381K +$509 +1 +0.1%
FBB
788
Fulton Breakefield Broenniman
Maryland
$378K -$7.63K -15 -2%
ACM
789
Ashford Capital Management
Delaware
$378K +$13.2K +26 +4%
CPSAC
790
Chas P. Smith & Associates (CPS)
Florida
$376K – – –
AWM
791
Aberdeen Wealth Management
Illinois
$376K +$369K +726 New
CCP
792
Clarkston Capital Partners
Michigan
$375K – – –
UFA
793
US Financial Advisors
Massachusetts
$375K – – –
GSWM
794
Greenup Street Wealth Management
Michigan
$375K +$369K +725 New
NCM
795
Novare Capital Management
North Carolina
$374K -$3.05K -6 -0.8%
OC
796
Oarsman Capital
Wisconsin
$372K -$5.09K -10 -1%
PCG
797
Private Capital Group
Connecticut
$370K -$9.16K -18 -2%
P
798
&Partners
Tennessee
$369K +$69.7K +137 +24%
TW
799
TrinityPoint Wealth
Connecticut
$369K +$69.7K +137 +24%
BIC
800
Beach Investment Counsel
Pennsylvania
$368K – – –
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