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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HIG
876
Heritage Investment Group
Florida
$231K
MAM
877
Mystic Asset Management
Rhode Island
$231K +$6.18K +14 +2%
CWM
878
Concentrum Wealth Management
California
$231K +$254K +575 New
LFS
879
Legacy Financial Strategies
Kansas
$231K +$254K +576 New
NEAM
880
New England Asset Management
Connecticut
$231K +$254K +576 New
DAC
881
Dividend Assets Capital
South Carolina
$229K
VWA
882
Visionary Wealth Advisors
Illinois
$229K
IP
883
Isthmus Partners
Wisconsin
$227K
GFP
884
Gryphon Financial Partners
Ohio
$225K
MAG
885
MRA Advisory Group
New Jersey
$224K -$31.4K -71 -12%
AC
886
Abbrea Capital
California
$224K
WA
887
WealthTrust Axiom
Pennsylvania
$223K
KP
888
Keel Point
Alabama
$223K +$246K +556 New
EWM
889
Echo Wealth Management
Minnesota
$222K -$13.3K -30 -5%
JWA
890
JFS Wealth Advisors
Pennsylvania
$222K
OWA
891
Octavia Wealth Advisors
Ohio
$222K
AT
892
American Trust
Kentucky
$221K -$49K -111 -17%
AWA
893
Arete Wealth Advisors
Illinois
$220K -$30K -68 -11%
AIM
894
Avity Investment Management
Connecticut
$220K
TWM
895
Tradition Wealth Management
Minnesota
$220K +$442 +1 +0.2%
CC
896
Cadinha & Co
Hawaii
$220K +$242K +548 New
ANBT
897
American National Bank & Trust
Texas
$219K +$240K +544 New
MWPCG
898
Measured Wealth Private Client Group
New Hampshire
$218K
WC
899
Weil Company
California
$217K -$183K -415 -43%
Chevy Chase Trust
900
Chevy Chase Trust
Maryland
$217K -$15.5K -35 -6%