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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
426
Kovitz Investment Group
Illinois
$372K -$317K -1,240 -47%
WFG
427
Windsor Financial Group
Minnesota
$371K +$360K +1,405 New
DCM
428
Donaldson Capital Management
Indiana
$367K -$75.5K -295 -17%
FHB
429
First Hawaiian Bank
Hawaii
$362K -$9.47K -37 -3%
UFA
430
US Financial Advisors
Massachusetts
$356K +$346K +1,350 New
SI
431
Shaker Investments
Ohio
$355K +$768 +3 +0.2%
RO
432
Reservoir Operations
New York
$354K – – –
BB
433
Busey Bank
Illinois
$350K – – –
HCMNY
434
Howard Capital Management (New York)
New York
$347K -$3.84K -15 -1%
TCOV
435
Trust Company of Vermont
Vermont
$342K -$15.9K -62 -5%
NDSI
436
Newman Dignan & Sheerar Inc
Rhode Island
$341K -$6.4K -25 -2%
EWM
437
Evermay Wealth Management
Virginia
$338K – – –
LRIC
438
Long Road Investment Counsel
Michigan
$332K +$322K +1,258 New
BWA
439
Burt Wealth Advisors
Maryland
$331K +$321K +1,255 New
B
440
Bailard
California
$330K – – –
BSB
441
Bangor Savings Bank
Maine
$330K – – –
MMPW
442
Mitchell McLeod Pugh & Williams
Alabama
$323K +$313K +1,224 New
WTB
443
Washington Trust Bank
Washington
$320K +$213K +832 +219%
LWCFA
444
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K – – –
MHS
445
M Holdings Securities
Oregon
$318K +$218K +852 +243%
DWM
446
Destination Wealth Management
California
$317K -$25.1K -98 -8%
VFAM
447
Valley Forge Asset Management
Pennsylvania
$317K -$7.68K -30 -2%
PTC
448
Philadelphia Trust Company
Pennsylvania
$312K – – –
MJRIC
449
Mogy Joel R Investment Counsel
California
$305K – – –
PNC
450
Park National Corp
Ohio
$304K -$6.4K -25 -2%
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