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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$186K – – –
OIM
852
Oder Investment Management
California
$186K +$171K +443 New
PFO
853
Pathstone Family Office
New Jersey
$179K +$144K +374 +706%
LWANC
854
Laurel Wealth Advisors (North Carolina)
North Carolina
$174K – – –
CFGS
855
Concourse Financial Group Securities
Alabama
$171K -$19.3K -50 -11%
AWM
856
Avior Wealth Management
Nebraska
$171K -$9.63K -25 -6%
BAMG
857
Brand Asset Management Group
Missouri
$169K -$8.47K -22 -5%
PFBT
858
Parkside Financial Bank & Trust
Missouri
$155K – – –
EDRH
859
Edmond de Rothschild Holding
Switzerland
$149K -$30.8K -80 -18%
S
860
SignatureFD
Georgia
$149K – – –
BC
861
Blackhill Capital
New Jersey
$147K – – –
TVWM
862
Tower View Wealth Management
Wisconsin
$140K +$127K +329 +10,967%
WAS
863
Winch Advisory Services
Wisconsin
$134K – – –
HF
864
Halpern Financial
Virginia
$124K – – –
DAC
865
Dividend Assets Capital
South Carolina
$112K +$102K +266 New
ZB
866
Zions Bancorporation
Utah
$111K -$108K -281 -51%
BBPWM
867
Blue Bell Private Wealth Management
Pennsylvania
$110K -$13.5K -35 -11%
JGIA
868
Jackson Grant Investment Advisers
Connecticut
$105K -$4.24K -11 -4%
GLLW
869
Graves Light Lenhart Wealth
Virginia
$103K +$94.7K +246 New
CIA
870
Cascade Investment Advisors
Oregon
$103K – – –
CIM
871
Contravisory Investment Management
Massachusetts
$93K -$61.6K -160 -42%
TF
872
TimeScale Financial
Massachusetts
$89K +$81.3K +211 New
MMG
873
Monetary Management Group
Missouri
$86K – – –
FMB
874
Field & Main Bank
Kentucky
$84K – – –
GCM
875
Gables Capital Management
Florida
$84K – – –
33 34
35
36 37