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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Summit Asset Management
Tennessee
$426K +$110K +200 +36%
CCMG
902
Clark Capital Management Group
Pennsylvania
$426K – – –
HCMG
903
Howard Capital Management Group
California
$424K – – –
PTB
904
Pioneer Trust Bank
Oregon
$423K – – –
AR
905
Apeiron RIA
Texas
$418K +$88.2K +160 +28%
JWBC
906
John W. Brooker & Co
California
$417K +$551 +1 +0.1%
WPW
907
Watershed Private Wealth
Illinois
$417K -$228K -414 -36%
NWM
908
Napa Wealth Management
California
$414K -$1.65K -3 -0.4%
UFA
909
US Financial Advisors
Massachusetts
$413K – – –
TRIA
910
Trail Ridge Investment Advisors
Colorado
$410K -$2.2K -4 -0.6%
CFP
911
Catalyst Financial Partners
Massachusetts
$408K +$161K +292 +69%
JFG
912
JDM Financial Group
Texas
$407K +$13.8K +25 +4%
EFG
913
Elios Financial Group
Ohio
$404K +$391K +710 New
BIC
914
Beach Investment Counsel
Pennsylvania
$404K -$33.1K -60 -8%
RPCONE
915
Retirement Planning Company of New England
Rhode Island
$403K – – –
SAM
916
S.A. Mason
Michigan
$402K – – –
BAMG
917
Brand Asset Management Group
Missouri
$402K – – –
BFG
918
Bouchey Financial Group
New York
$400K – – –
BDF
919
Black Diamond Financial
Maryland
$400K -$2.51M -4,562 -87%
AWM
920
Aberdeen Wealth Management
Illinois
$399K – – –
NSAM
921
North Star Asset Management
Wisconsin
$399K – – –
NG
922
Norden Group
Utah
$398K -$5.5M -9,992 -93%
CFS
923
Commonwealth Financial Services
West Virginia
$397K – – –
CAM
924
Carret Asset Management
New York
$396K – – –
S
925
Sunpointe
Missouri
$395K – – –
35 36
37
38 39