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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$327K +$17.7K +37 +5%
OCM
852
One Capital Management
California
$326K – – –
FPW
853
Flagship Private Wealth
Massachusetts
$325K – – –
BIC
854
Beach Investment Counsel
Pennsylvania
$324K – – –
SW
855
SteelPeak Wealth
California
$324K +$38.8K +81 +13%
BAMG
856
Brand Asset Management Group
Missouri
$322K +$5.27K +11 +2%
UCB
857
United Community Bank
South Carolina
$322K +$10.1K +21 +3%
VFA
858
Valeo Financial Advisors
Indiana
$321K – – –
BFG
859
Bouchey Financial Group
New York
$321K +$335K +700 New
BDF
860
Black Diamond Financial
Maryland
$321K – – –
AWM
861
Aberdeen Wealth Management
Illinois
$320K – – –
NAS
862
Nicolet Advisory Services
Wisconsin
$319K +$9.11K +19 +3%
CS
863
Cannell & Spears
New York
$319K -$4.79K -10 -1%
IIA
864
ICW Investment Advisors
Arizona
$318K +$958 +2 +0.3%
CAM
865
Carret Asset Management
New York
$317K – – –
NCM
866
Novare Capital Management
North Carolina
$316K -$9.11K -19 -3%
OCM
867
Orion Capital Management
California
$312K – – –
SRC
868
Shufro Rose & Co
New York
$311K -$47.9K -100 -13%
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$308K – – –
CC
870
Cadinha & Co
Hawaii
$307K +$19.2K +40 +6%
ACA
871
Anchor Capital Advisors
Massachusetts
$306K – – –
OIA
872
Optimum Investment Advisors
Illinois
$306K – – –
JWA
873
JFS Wealth Advisors
Pennsylvania
$305K – – –
FFM
874
Forum Financial Management
Illinois
$305K +$41.7K +87 +15%
BWP
875
BSW Wealth Partners
Colorado
$304K – – –
33 34
35
36 37