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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
Baystate Wealth Management
Massachusetts
$1.04M +$3.98K +9 +0.4%
MBT
527
Montecito Bank & Trust
California
$1.04M -$88.9K -201 -8%
9WM
528
9258 Wealth Management
Ohio
$1.04M +$40.2K +91 +4%
CWM
529
Congress Wealth Management
Massachusetts
$1.02M +$78.7K +178 +8%
TI
530
Truepoint Inc
Ohio
$1.01M +$295K +666 +41%
DWT
531
Dorsey & Whitney Trust
South Dakota
$996K – – –
V
532
ViaWealth
Kansas
$996K +$970K +2,193 New
ST
533
Sentinel Trust
Texas
$992K +$991K +2,240 New
PFG
534
Pacific Financial Group
Washington
$985K +$121K +273 +14%
LIA
535
LBMC Investment Advisors
Tennessee
$983K +$982K +2,220 New
ZF
536
Zhang Financial
Michigan
$977K – – –
SIC
537
Sigma Investment Counselors
Michigan
$977K -$85.8K -194 -8%
AIP
538
ARS Investment Partners
New York
$974K +$6.63K +15 +0.7%
FCB
539
First County Bank
Connecticut
$964K +$963K +2,177 New
TCBWMS
540
Texas Capital Bank Wealth Management Services
Texas
$961K – – –
APA
541
Astoria Portfolio Advisors
New York
$957K -$21.7K -49 -2%
WF
542
Warner Financial
Maryland
$956K -$63.2K -143 -6%
SRC
543
Shufro Rose & Co
New York
$955K -$13.3K -30 -1%
FNBOMD
544
First National Bank of Mount Dora
Florida
$940K +$14.2K +32 +2%
CIA
545
Choate Investment Advisors
Massachusetts
$933K +$43.8K +99 +5%
PCIA
546
Prime Capital Investment Advisors
Kansas
$929K +$486K +1,099 +110%
MAM
547
Meeder Asset Management
Ohio
$927K +$371K +840 +67%
NCM
548
NCM Capital Management
New Jersey
$925K – – –
CSIC
549
Clifford Swan Investment Counsel
California
$925K – – –
RT
550
Rockland Trust
Massachusetts
$916K -$15.9K -36 -2%
20 21
22
23 24