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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
801
Miramar Capital
Illinois
$646K – – –
NHT
802
New Hampshire Trust
New Hampshire
$646K – – –
GWA
803
Genesis Wealth Advisors
Massachusetts
$644K +$663K +1,131 New
MP
804
Moment Partners
California
$640K +$658K +1,123 New
BWP
805
BSW Wealth Partners
Colorado
$637K – – –
FA
806
Fagan Associates
New York
$636K – – –
CIA
807
Capital Investment Advisors
Georgia
$636K – – –
LFAS
808
Level Four Advisory Services
Texas
$632K +$158K +269 +32%
WP
809
WealthShield Partners
North Carolina
$631K +$7.62K +13 +1%
OFG
810
Opulen Financial Group
Virginia
$631K +$649K +1,107 New
KWA
811
Kingswood Wealth Advisors
California
$629K +$648K +1,105 New
PMFA
812
Plante Moran Financial Advisors
Michigan
$628K +$4.1K +7 +0.6%
SAM
813
Synergy Asset Management
Washington
$628K – – –
ACM
814
Advisors Capital Management
New Jersey
$625K -$35.8K -61 -5%
DADC
815
D.A. Davidson & Co
Montana
$623K -$8.21K -14 -1%
LT
816
Legacy Trust
Michigan
$621K -$2.93K -5 -0.5%
PFBT
817
Parkside Financial Bank & Trust
Missouri
$620K – – –
FZCM
818
Flynn Zito Capital Management
New York
$619K – – –
FIC
819
FCG Investment Company
Tennessee
$619K +$35.2K +60 +6%
3AM
820
3EDGE Asset Management
Florida
$619K -$152K -259 -19%
HWA
821
HCR Wealth Advisors
California
$615K – – –
MWA
822
Midland Wealth Advisors
Illinois
$614K -$223K -380 -26%
RFM
823
Royal Fund Management
Florida
$612K -$642K -1,095 -50%
BFM
824
Broadview Financial Management
Wisconsin
$610K -$7.03K -12 -1%
SI
825
Saxon Interests
Texas
$606K – – –
31 32
33
34 35