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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
$2.05M – – –
SFMG
377
Sage Financial Management Group
Virginia
$2.05M -$40.7K -85 -2%
WC
378
Woodstock Corp
Massachusetts
$2.05M +$185K +385 +9%
CT
379
Coastline Trust
Rhode Island
$2.04M -$418K -872 -16%
DT
380
Diversified Trust
Tennessee
$2.04M -$157K -328 -7%
EW
381
Element Wealth
Mississippi
$2.02M +$125K +261 +6%
LAS
382
Lloyd Advisory Services
Georgia
$2M +$2.1M +4,377 New
NG
383
Norden Group
Utah
$2M +$2.1M +4,377 New
FPAS
384
Focus Partners Advisor Solutions
Missouri
$1.99M +$49.4K +103 +2%
HAC
385
Harbor Advisory Corp
New Hampshire
$1.96M -$107K -223 -5%
KTA
386
Keeley-Teton Advisors
Illinois
$1.96M +$83.4K +174 +4%
VWM
387
Venturi Wealth Management
Texas
$1.94M +$2.04M +4,247 New
SIC
388
Salem Investment Counselors
North Carolina
$1.92M – – –
TVWM
389
Tower View Wealth Management
Wisconsin
$1.92M -$84.8K -177 -4%
ASN
390
Advisory Services Network
Georgia
$1.92M +$163K +341 +9%
JFGIW
391
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.91M -$151K -316 -7%
GW
392
GW & Wade
Massachusetts
$1.91M – – –
HPC
393
Hobart Private Capital
North Carolina
$1.9M +$1.99M +4,158 New
TPW
394
Transatlantique Private Wealth
New York
$1.9M – – –
WIC
395
Whitegate Investment Counselors
New Hampshire
$1.9M – – –
CA
396
Cambridge Advisors
Nebraska
$1.88M – – –
UB
397
UMB Bank
Missouri
$1.87M – – –
MGIA
398
Moneta Group Investment Advisors
Missouri
$1.87M -$34.5K -72 -2%
RWP
399
Revolve Wealth Partners
New Jersey
$1.82M +$4.79K +10 +0.3%
GL
400
Graypoint LLC
New York
$1.82M +$21.6K +45 +1%
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16
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