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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
376
Davidson Trust Company
Washington
$2.06M – – –
PWM
377
Perigon Wealth Management
California
$2.06M +$169K +363 +9%
HAC
378
Harbor Advisory Corp
New Hampshire
$2.05M – – –
PI
379
Putnam Investments
Massachusetts
$2.05M +$722K +1,548 +53%
LIM
380
Leavell Investment Management
Alabama
$2.04M +$280K +600 +16%
JWCA
381
J.W. Cole Advisors
Florida
$2.03M -$1.43M -3,077 -41%
ZIC
382
ZWJ Investment Counsel
Georgia
$2.02M -$12.6K -27 -0.6%
AIFAIM
383
American Institute for Advanced Investment Management
Arizona
$2.02M -$37.8K -81 -2%
LPIC
384
LeJeune Puetz Investment Counsel
Michigan
$1.99M -$4.2K -9 -0.2%
SB
385
Sunflower Bank
Texas
$1.98M -$14.9K -32 -0.7%
PAM
386
Private Asset Management
California
$1.98M -$110K -236 -5%
SIA
387
Soltis Investment Advisors
Utah
$1.97M – – –
EW
388
Element Wealth
Mississippi
$1.96M +$7.46K +16 +0.4%
FANJ
389
Financial Architects (New Jersey)
New Jersey
$1.95M -$28.4K -61 -1%
SIC
390
Salem Investment Counselors
North Carolina
$1.93M – – –
GW
391
GW & Wade
Massachusetts
$1.93M +$8.86K +19 +0.5%
BSA
392
Braun Stacey Associates
New York
$1.91M +$1.12M +2,401 +136%
CA
393
Cambridge Advisors
Nebraska
$1.91M -$23.8K -51 -1%
MGIA
394
Moneta Group Investment Advisors
Missouri
$1.91M +$189K +405 +11%
TPW
395
Transatlantique Private Wealth
New York
$1.9M +$168K +360 +9%
CT
396
Cambridge Trust
Massachusetts
$1.9M -$50.3K -108 -3%
VWM
397
Venturi Wealth Management
Texas
$1.9M +$46.6K +100 +2%
1IA
398
1834 Investment Advisors
Wisconsin
$1.89M – – –
UB
399
UMB Bank
Missouri
$1.88M +$9.32K +20 +0.5%
RWP
400
Revolve Wealth Partners
New Jersey
$1.87M -$23.3K -50 -1%
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