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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
501
Howe & Rusling
New York
$1.2M – – –
MSAM
502
Moloney Securities Asset Management
Missouri
$1.19M -$2.3M -4,522 -66%
FPAS
503
Focus Partners Advisor Solutions
Missouri
$1.19M +$1.17M +2,294 New
GWS
504
Glassman Wealth Services
Virginia
$1.17M – – –
GAG
505
GM Advisory Group
New York
$1.16M -$100K -197 -8%
PFT
506
Providence First Trust
Arizona
$1.14M -$7.12K -14 -0.6%
RT
507
Rockland Trust
Massachusetts
$1.13M -$158K -311 -12%
FNBOMD
508
First National Bank of Mount Dora
Florida
$1.13M -$25.4K -50 -2%
LWM
509
Lionsbridge Wealth Management
Florida
$1.12M +$1.11M +2,173 New
BFA
510
Beacon Financial Advisory
Ohio
$1.11M +$1.53K +3 +0.1%
SRC
511
Shufro Rose & Co
New York
$1.11M – – –
BBW
512
Blue Barn Wealth
Utah
$1.1M -$114K -224 -10%
WP
513
WealthShield Partners
North Carolina
$1.1M +$1.08M +2,120 New
FRA
514
Frank Rimerman Advisors
California
$1.09M – – –
TRIA
515
Trail Ridge Investment Advisors
Colorado
$1.09M +$1.07M +2,111 New
ZF
516
Zhang Financial
Michigan
$1.09M – – –
CSIC
517
Clifford Swan Investment Counsel
California
$1.09M -$72.2K -142 -6%
CAM
518
Cozad Asset Management
Illinois
$1.09M – – –
MCM
519
Manchester Capital Management
Vermont
$1.08M – – –
STA
520
Summit Trail Advisors
New York
$1.08M – – –
AI
521
Atria Investments
North Carolina
$1.07M +$1.05M +2,071 New
WSFS
522
Wilmington Savings Fund Society
Delaware
$1.07M – – –
EP
523
Edgestream Partners
New Jersey
$1.06M +$590K +1,160 +130%
PFG
524
Pacific Financial Group
Washington
$1.06M +$82.4K +162 +8%
HPC
525
HM Payson & Co
Maine
$1.06M +$127K +250 +14%
19 20
21
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