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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
851
Howard Capital Management Group
California
$398K – – –
TAM
852
Titleist Asset Management
Texas
$398K -$12.1K -26 -3%
DSN
853
D. Scott Neal
Kentucky
$397K – – –
KWA
854
Kingswood Wealth Advisors
California
$397K +$131K +282 +56%
NDSI
855
Newman Dignan & Sheerar Inc
Rhode Island
$396K – – –
GFP
856
Gryphon Financial Partners
Ohio
$396K +$363K +781 New
ACM
857
Ardent Capital Management
Ohio
$396K – – –
SPFA
858
Summit Place Financial Advisors
New Jersey
$396K – – –
EGA
859
Eagle Global Advisors
Texas
$393K – – –
OS
860
Objectivity Squared
South Carolina
$387K +$354K +762 New
NW
861
NewEdge Wealth
Pennsylvania
$386K +$52.9K +114 +18%
LA
862
Lifeworks Advisors
Michigan
$384K -$28.8K -62 -8%
NWM
863
Napa Wealth Management
California
$383K +$351K +755 New
BWCS
864
Beirne Wealth Consulting Services
Connecticut
$382K +$124K +266 +55%
PTB
865
Pioneer Trust Bank
Oregon
$382K – – –
CT
866
Colonial Trust
South Carolina
$380K – – –
RB
867
Rodgers Brothers
Pennsylvania
$380K – – –
OSAM
868
O'Shaughnessy Asset Management
Connecticut
$377K +$139K +300 +68%
JFG
869
JDM Financial Group
Texas
$375K – – –
JWBC
870
John W. Brooker & Co
California
$371K – – –
CA
871
CGN Advisors
Kansas
$370K +$339K +730 New
GWA
872
GGM Wealth Advisors
Maryland
$368K +$464 +1 +0.1%
UFA
873
US Financial Advisors
Massachusetts
$368K – – –
OCM
874
One Capital Management
California
$363K – – –
FPW
875
Flagship Private Wealth
Massachusetts
$361K – – –
33 34
35
36 37