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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
501
Sigma Investment Counselors
Michigan
$1.18M – – –
PFG
502
Pacific Financial Group
Washington
$1.17M +$154K +316 +15%
BWM
503
Baystate Wealth Management
Massachusetts
$1.17M +$3.89K +8 +0.3%
9WM
504
9258 Wealth Management
Ohio
$1.16M -$237K -487 -17%
HR
505
Howe & Rusling
New York
$1.14M – – –
WF
506
Warner Financial
Maryland
$1.13M -$206K -424 -30%
DWT
507
Dorsey & Whitney Trust
South Dakota
$1.1M -$38.9K -80 -3%
MSAM
508
Moloney Securities Asset Management
Missouri
$1.1M -$29.7K -61 -3%
BAM
509
Belpointe Asset Management
Nevada
$1.1M -$2.98M -6,116 -73%
PFT
510
Providence First Trust
Arizona
$1.08M +$487 +1 +0%
FNBOMD
511
First National Bank of Mount Dora
Florida
$1.07M – – –
TSS
512
Two Sigma Securities
New York
$1.07M +$619K +1,273 +141%
RT
513
Rockland Trust
Massachusetts
$1.06M -$15.6K -32 -1%
CL
514
CPWM LLC
Washington
$1.05M +$45.2K +93 +5%
PI
515
Putnam Investments
Massachusetts
$1.05M -$1.52M -3,127 -59%
BFA
516
Beacon Financial Advisory
Ohio
$1.05M +$487 +1 +0%
BBW
517
Blue Barn Wealth
Utah
$1.05M +$3.41K +7 +0.3%
SRC
518
Shufro Rose & Co
New York
$1.04M -$4.38K -9 -0.4%
GAG
519
GM Advisory Group
New York
$1.04M -$59.8K -123 -5%
LWM
520
Lionsbridge Wealth Management
Florida
$1.04M -$29.2K -60 -3%
ZF
521
Zhang Financial
Michigan
$1.03M – – –
CAM
522
Cozad Asset Management
Illinois
$1.03M – – –
CSIC
523
Clifford Swan Investment Counsel
California
$1.02M -$4.87K -10 -0.5%
MCM
524
Manchester Capital Management
Vermont
$1.02M – – –
TRIA
525
Trail Ridge Investment Advisors
Colorado
$1.01M -$23.4K -48 -2%
19 20
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