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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
451
Birch Hill Investment Advisors
Massachusetts
$203K +$195K +780 New
OPCM
452
Osborne Partners Capital Management
California
$201K -$48.6K -194 -20%
TTWM
453
TCV Trust & Wealth Management
Virginia
$200K +$192K +768 New
JIC
454
Joel Isaacson & Co
New York
$191K +$19K +76 +12%
WA
455
Winfield Associates
Ohio
$188K +$160K +638 +751%
CFN
456
Cordasco Financial Network
Florida
$171K – – –
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K +$31.3K +125 +25%
CFG
458
CKW Financial Group
Hawaii
$154K – – –
MAA
459
Managed Account Advisors
New Jersey
$152K +$81.4K +325 +126%
CDIA
460
Capital Directions Investment Advisors
Georgia
$140K – – –
BCAM
461
Boston Common Asset Management
Massachusetts
$130K – – –
ST
462
Stifel Trust
Missouri
$124K – – –
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$117K – – –
PSUF
464
People's United Financial
Connecticut
$111K – – –
VCM
465
Vigilant Capital Management
Maine
$108K -$31.3K -125 -23%
SNT
466
Security National Trust
West Virginia
$99K -$18.8K -75 -16%
WTB
467
Washington Trust Bank
Washington
$99K – – –
DBT
468
Dubuque Bank & Trust
Iowa
$99K +$91.1K +364 +2,427%
BOK
469
Bank of Kentucky
Kentucky
$98K +$32.8K +131 +54%
LIA
470
LS Investment Advisors
Michigan
$95K +$25K +100 +38%
LWA
471
Lenox Wealth Advisors
New York
$93K – – –
BFEC
472
Benjamin F. Edwards & Company
Missouri
$86K +$250 +1 +0.3%
MMG
473
Monetary Management Group
Missouri
$85K +$81.4K +325 New
RNS
474
Robert N. Shapiro
$82K -$1.25K -5 -2%
JFA
475
JNBA Financial Advisors
Minnesota
$77K – – –
17 18
19
20 21