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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
451
Paragon Capital Management (Colorado)
Colorado
$562K +$559K +1,800 New
LC
452
LCNB Corp
Ohio
$553K -$123K -395 -18%
AOWM
453
Alpha Omega Wealth Management
Virginia
$552K – – –
IPC
454
Independent Portfolio Consultants
Florida
$550K +$546K +1,760 New
TCOV
455
Trust Company of Vermont
Vermont
$534K +$57.7K +186 +12%
NB
456
Nicolet Bankshares
Wisconsin
$527K -$180K -580 -26%
NP
457
NorthRock Partners
Minnesota
$525K – – –
ATC
458
Argent Trust Co
Tennessee
$518K – – –
KTA
459
Keeley-Teton Advisors
Illinois
$516K +$512K +1,651 New
EAM
460
Evanson Asset Management
California
$513K +$36.9K +119 +8%
CCMG
461
Clark Capital Management Group
Pennsylvania
$509K -$23.3K -75 -4%
EGA
462
Eagle Global Advisors
Texas
$503K – – –
AP
463
Appleton Partners
Massachusetts
$502K +$498K +1,606 New
WPC
464
White Pine Capital
Minnesota
$500K +$65.2K +210 +15%
VWA
465
V Wealth Advisors
Kansas
$499K -$9.93K -32 -2%
SCM
466
Southport Capital Management
Tennessee
$489K -$8.07K -26 -2%
LRIC
467
Long Road Investment Counsel
Michigan
$487K – – –
NDSI
468
Newman Dignan & Sheerar Inc
Rhode Island
$487K – – –
CIA
469
Capital Investment Advisors
Georgia
$485K -$35.4K -114 -7%
WCM
470
Wealthcare Capital Management
Virginia
$482K +$162K +522 +51%
LIC
471
Lodestar Investment Counsel
Illinois
$481K +$621 +2 +0.1%
BHWM
472
Bar Harbor Wealth Management
New Hampshire
$476K – – –
APP
473
Avantax Planning Partners
Iowa
$473K -$24.2K -78 -5%
CAL
474
Capital Advisors Ltd
Ohio
$472K – – –
BIM
475
Bridgecreek Investment Management
Oklahoma
$469K – – –
17 18
19
20 21