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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
451
Integrated Advisors Network
Texas
$766K -$6.72M -22,159 -90%
CAM
452
Cresset Asset Management
Illinois
$766K -$881K -2,906 -55%
SFP
453
Shepherd Financial Partners
Massachusetts
$761K -$352K -1,162 -33%
CAM
454
Cozad Asset Management
Illinois
$754K +$705K +2,325 New
BEC
455
Blue Edge Capital
Virginia
$741K +$1.21K +4 +0.2%
MCM
456
Manchester Capital Management
Vermont
$736K -$27.9K -92 -4%
IG
457
ING Group
Netherlands
$735K – – –
GWS
458
Glassman Wealth Services
Virginia
$732K -$14.6K -48 -2%
SPC
459
Sigma Planning Corp
Michigan
$723K -$188K -621 -22%
ASN
460
Advisory Services Network
Georgia
$710K +$51.2K +169 +8%
SRC
461
Shufro Rose & Co
New York
$707K – – –
SWM
462
SVA Wealth Management
Wisconsin
$703K – – –
MHIC
463
Marble Harbor Investment Counsel
Massachusetts
$698K -$121K -400 -16%
MAFM
464
Mid Atlantic Financial Management
Pennsylvania
$698K -$4.55K -15 -0.7%
STA
465
Summit Trail Advisors
New York
$694K -$153K -505 -19%
NIM
466
Nicollet Investment Management
Minnesota
$690K +$57.3K +189 +10%
WANY
467
Wealthspire Advisors (New York)
New York
$681K -$2.89M -9,532 -82%
TI
468
tru Independence
Oregon
$681K -$28.5K -94 -4%
BSW
469
Buckingham Strategic Wealth
Missouri
$677K -$106K -350 -14%
PCM
470
Parsons Capital Management
Rhode Island
$672K -$7.88K -26 -1%
WSFS
471
Wilmington Savings Fund Society
Delaware
$669K – – –
MWM
472
Minot Wealth Management
Massachusetts
$664K – – –
TH
473
TCTC Holdings
Texas
$661K – – –
CWM
474
Cornerstone Wealth Management
Missouri
$651K -$12.1K -40 -2%
SFWA
475
Summit Financial Wealth Advisors
Louisiana
$644K +$604K +1,992 New
17 18
19
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