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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
576
Sullivan, Bruyette, Speros & Blaney
Virginia
$389K – – –
PFM
577
Probabilities Fund Management
New York
$388K +$1.41K +4 +0.4%
RPGK
578
Retirement Planning Group (Kansas)
Kansas
$384K -$12.3K -35 -3%
KWA
579
KCS Wealth Advisory
California
$377K -$238K -677 -39%
BAMG
580
Brand Asset Management Group
Missouri
$374K +$371K +1,054 New
EVC
581
Eidelman Virant Capital
Missouri
$372K – – –
RPC
582
Rossmore Private Capital
Connecticut
$369K – – –
MGIA
583
Moneta Group Investment Advisors
Missouri
$369K +$330K +939 +930%
EWM
584
Empirical Wealth Management
Washington
$368K +$34.5K +98 +10%
OFS
585
Orrstown Financial Services
Pennsylvania
$361K -$12.3K -35 -3%
NEPPG
586
New England Professional Planning Group
Rhode Island
$360K – – –
IIA
587
IPG Investment Advisors
California
$356K – – –
RG
588
Rathbones Group
United Kingdom
$355K – – –
BA
589
Baugh & Associates
Georgia
$353K – – –
RWP
590
RWA Wealth Partners
Massachusetts
$353K +$82.6K +235 +31%
FIM
591
Freedom Investment Management
Connecticut
$350K -$197M -560,866 -100%
BWA
592
BlueSky Wealth Advisors
North Carolina
$342K – – –
FNBOO
593
First National Bank of Omaha
Nebraska
$342K +$15.5K +44 +5%
TCM
594
Tradition Capital Management
New Jersey
$341K – – –
SIM
595
Sigma Investment Management
Oregon
$340K – – –
AIM
596
Advantage Investment Management
Iowa
$339K -$580K -1,651 -63%
WP
597
WealthSource Partners
California
$338K -$91.4K -260 -21%
BWA
598
Burt Wealth Advisors
Maryland
$338K – – –
LA
599
Leonetti & Associates
Illinois
$337K -$35.2K -100 -10%
NSB
600
Norway Savings Bank
Maine
$337K -$26.4K -75 -7%
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