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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
476
Manchester Capital Management
Vermont
$952K – – –
GWS
477
Glassman Wealth Services
Virginia
$947K – – –
LWMM
478
Legacy Wealth Management (Mississippi)
Mississippi
$945K +$867K +2,250 New
CSIC
479
Clifford Swan Investment Counsel
California
$941K -$96.3K -250 -10%
STA
480
Summit Trail Advisors
New York
$938K +$96.3K +250 +13%
WWM
481
Western Wealth Management
Colorado
$927K -$53.2K -138 -6%
SRC
482
Shufro Rose & Co
New York
$915K – – –
SS
483
Simplicity Solutions
Minnesota
$909K -$47.8K -124 -5%
FRA
484
Frank Rimerman Advisors
California
$909K +$833K +2,164 New
PP
485
Prosperity Planning
Missouri
$906K +$831K +2,158 New
HIM
486
Hanlon Investment Management
New Jersey
$876K -$247K -642 -24%
AA
487
Alesco Advisors
New York
$874K -$133K -345 -14%
CAM
488
Cozad Asset Management
Illinois
$869K -$7.7K -20 -1%
WSFS
489
Wilmington Savings Fund Society
Delaware
$867K – – –
MAFM
490
Mid Atlantic Financial Management
Pennsylvania
$860K +$7.7K +20 +1%
CG
491
Cutler Group
California
$859K +$788K +2,046 New
PFG
492
Pacific Financial Group
Washington
$857K +$24.6K +64 +3%
DADC
493
D.A. Davidson & Co
Montana
$857K +$38.9K +101 +5%
FPF
494
First Pacific Financial
Washington
$857K +$786K +2,042 New
TH
495
TCTC Holdings
Texas
$856K – – –
MWM
496
Minot Wealth Management
Massachusetts
$827K -$28.9K -75 -4%
FFG
497
Frisch Financial Group
New York
$826K -$2.7K -7 -0.4%
LC
498
LCNB Corp
Ohio
$819K +$96.3K +250 +15%
HPC
499
HM Payson & Co
Maine
$807K +$15.4K +40 +2%
9WM
500
9258 Wealth Management
Ohio
$804K +$168K +435 +29%
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