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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1251
Cassady Schiller Wealth Management
Ohio
$181K -$143K -244 -43%
FG
1252
Fairman Group
Pennsylvania
$175K +$586 +1 +0.3%
KFI
1253
Key Financial Inc
Pennsylvania
$174K +$174K +296 +2,960%
GWM
1254
Geneos Wealth Management
Colorado
$173K -$36.3K -62 -17%
DWM
1255
Darwin Wealth Management
Florida
$173K -$586 -1 -0.3%
PCWA
1256
Pacific Capital Wealth Advisors
California
$171K – – –
MHIP
1257
Mountain Hill Investment Partners
New Jersey
$171K +$176K +300 New
SPF
1258
South Plains Financial
Texas
$170K +$175K +298 New
UB
1259
UMB Bank
Missouri
$162K -$2.23M -3,800 -93%
BWM
1260
Bernard Wealth Management
Michigan
$160K +$165K +281 New
IIC
1261
Integrated Investment Consultants
Michigan
$160K +$16.1M +27,514 New
CFGS
1262
Concourse Financial Group Securities
Alabama
$159K – – –
LWANC
1263
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K – – –
JGIA
1264
Jackson Grant Investment Advisers
Connecticut
$152K +$586 +1 +0.4%
ANBT
1265
American National Bank & Trust
Texas
$150K -$155K -265 -50%
AIC
1266
Archer Investment Corporation
Indiana
$146K – – –
EWM
1267
Evermay Wealth Management
Virginia
$143K – – –
LAMC
1268
Longview Asset Management (California)
California
$139K +$143K +244 New
CB
1269
CNB Bank
Pennsylvania
$134K – – –
GI
1270
GAMMA Investing
California
$133K – – –
LI
1271
LRI Investments
Florida
$132K -$438K -747 -76%
PP
1272
PrairieView Partners
Minnesota
$128K – – –
SS
1273
Sunbelt Securities
Texas
$122K +$14.7K +25 +13%
CFP
1274
Comprehensive Financial Planning
Pennsylvania
$121K +$125K +213 New
NBT
1275
Northwest Bank & Trust
Iowa
$118K -$2.35K -4 -2%
49 50
51
52 53