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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
926
Arcadia Investment Management
Michigan
$370K +$188K +350 +102%
JFG
927
JDM Financial Group
Texas
$369K – – –
BHWM
928
Bar Harbor Wealth Management
New Hampshire
$367K – – –
QCM
929
Quantinno Capital Management
New York
$365K – – –
FMII
930
Farmers & Merchants Investments Inc
Nebraska
$361K – – –
OCM
931
Orion Capital Management
California
$360K -$5.38K -10 -1%
PAMG
932
Patton Albertson Miller Group
Tennessee
$357K – – –
RCAG
933
Rehmann Capital Advisory Group
Michigan
$355K – – –
HWA
934
Heartwood Wealth Advisors
Virginia
$354K – – –
BFC
935
Bedel Financial Consulting
Indiana
$352K – – –
CCA
936
Clearwater Capital Advisors
Illinois
$351K – – –
CS
937
Cannell & Spears
New York
$350K -$23.1K -43 -6%
FFB
938
First Financial Bankshares
Texas
$350K – – –
RA
939
Ruggaard & Associates
Ohio
$348K – – –
MPW
940
Monterey Private Wealth
California
$347K – – –
BTW
941
Boston Trust Walden
Massachusetts
$345K – – –
QCM
942
QRG Capital Management
Illinois
$345K +$79K +147 +30%
GPA
943
Guidance Point Advisors
Massachusetts
$344K +$2.15K +4 +0.6%
PI
944
PFG Investments
New York
$342K – – –
MWM
945
Mission Wealth Management
California
$341K +$38.7K +72 +13%
ACA
946
Anchor Capital Advisors
Massachusetts
$340K – – –
CWA
947
CM Wealth Advisors
Ohio
$338K – – –
MW
948
Members Wealth
Pennsylvania
$337K +$313K +583 New
FPW
949
Flagship Private Wealth
Massachusetts
$337K -$20.4K -38 -6%
RA
950
Rise Advisors
New York
$336K -$3.23K -6 -0.9%
36 37
38
39 40