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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
476
TruWealth Advisors
Louisiana
$1.02M +$11.3K +25 +1%
NSIM
477
North Star Investment Management
Illinois
$1M – – –
CAM
478
Cozad Asset Management
Illinois
$1M +$150K +333 +16%
TCBWMS
479
Texas Capital Bank Wealth Management Services
Texas
$993K -$132K -292 -11%
SIC
480
Sigma Investment Counselors
Michigan
$993K – – –
SI
481
Stephens Inc
Arkansas
$988K -$43.3K -96 -4%
FWTB
482
First Western Trust Bank
Colorado
$986K -$57.3K -127 -5%
HR
483
Howe & Rusling
New York
$984K +$27.5K +61 +3%
BWM
484
Baystate Wealth Management
Massachusetts
$968K -$16.3K -36 -2%
WF
485
Warner Financial
Maryland
$952K +$591K +1,308 +132%
MSAM
486
Moloney Securities Asset Management
Missouri
$950K +$24.8K +55 +2%
9WM
487
9258 Wealth Management
Ohio
$932K -$45.2K -100 -4%
DWT
488
Dorsey & Whitney Trust
South Dakota
$930K – – –
JIC
489
Joel Isaacson & Co
New York
$927K +$148K +328 +17%
CWM
490
Congress Wealth Management
Massachusetts
$906K +$245K +542 +33%
PFG
491
Pacific Financial Group
Washington
$889K -$108K -239 -10%
BFA
492
Beacon Financial Advisory
Ohio
$889K +$1.35K +3 +0.1%
RT
493
Rockland Trust
Massachusetts
$884K -$7.68K -17 -0.8%
TPCW
494
TD Private Client Wealth
New York
$884K +$215K +477 +29%
FNBOMD
495
First National Bank of Mount Dora
Florida
$883K -$19.4K -43 -2%
SRC
496
Shufro Rose & Co
New York
$881K – – –
PFT
497
Providence First Trust
Arizona
$873K -$37.5K -83 -4%
ZF
498
Zhang Financial
Michigan
$871K – – –
MC
499
Moors & Cabot
Massachusetts
$865K +$73.1K +162 +8%
CSIC
500
Clifford Swan Investment Counsel
California
$864K – – –
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20
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