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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
801
Compass Capital Corp
Massachusetts
$827K -$8.04K -12 -1%
PC
802
Port Capital
Illinois
$823K +$783K +1,170 New
OFG
803
Omega Financial Group
California
$814K -$14.1K -21 -2%
SFB
804
STAR Financial Bank
Indiana
$814K -$6.7K -10 -0.9%
BA
805
Brightwater Advisory
Florida
$812K -$28.8K -43 -4%
NSAM
806
North Star Asset Management
Wisconsin
$810K – – –
TI
807
Truepoint Inc
Ohio
$805K – – –
CFCS
808
CDM Financial Counseling Services
Connecticut
$802K -$670 -1 -0.1%
RG
809
Rathbones Group
United Kingdom
$802K – – –
PSF
810
Pacific Sun Financial
California
$799K -$4.69K -7 -0.6%
FFM
811
Forum Financial Management
Illinois
$798K +$175K +262 +30%
NHT
812
New Hampshire Trust
New Hampshire
$798K – – –
SPP
813
Single Point Partners
Massachusetts
$795K – – –
FIC
814
FCG Investment Company
Tennessee
$792K -$56.3K -84 -7%
CFP
815
Cascade Financial Partners
California
$785K -$39.5K -59 -5%
SAM
816
Summit Asset Management
Tennessee
$779K – – –
CCA
817
Cypress Capital Advisors
Tennessee
$776K +$24.1K +36 +3%
RSA
818
River Street Advisors
Illinois
$772K – – –
CIA
819
Capital Investment Advisors
Georgia
$772K +$53.6K +80 +8%
CCA
820
Carrera Capital Advisors
Michigan
$770K +$1.34K +2 +0.2%
JWM
821
Jacksonville Wealth Management
Florida
$764K -$15.4K -23 -2%
AC
822
AlphaCore Capital
California
$764K +$58.9K +88 +9%
RRA
823
Round Rock Advisors
Connecticut
$763K -$10.7K -16 -1%
HCM
824
Howland Capital Management
Massachusetts
$759K – – –
FA
825
Fagan Associates
New York
$758K – – –
31 32
33
34 35