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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
576
Ackerman Capital Advisors
Texas
$396K +$435K +1,307 New
JWA
577
JFS Wealth Advisors
Pennsylvania
$393K -$13.3K -40 -3%
AF
578
AMG Funds
Connecticut
$393K +$432K +1,297 New
QCM
579
Quest Capital Management
Texas
$393K +$432K +1,298 New
IFWM
580
Institute for Wealth Management
Colorado
$389K +$428K +1,286 New
UB
581
UMB Bank
Missouri
$387K -$14.3K -43 -3%
PSUF
582
People's United Financial
Connecticut
$387K +$231K +695 +119%
EWM
583
Evermay Wealth Management
Virginia
$386K – – –
CC
584
Cadinha & Co
Hawaii
$385K -$186K -558 -30%
SNT
585
Security National Trust
West Virginia
$384K – – –
GWMIA
586
Global Wealth Management Investment Advisory
Florida
$382K +$420K +1,262 New
BW
587
Bison Wealth
Georgia
$380K – – –
CM
588
Columbus Macro
Pennsylvania
$378K -$166K -498 -29%
WP
589
WealthPLAN Partners
Nebraska
$378K +$10.3K +31 +3%
TP
590
Truvvo Partners
New York
$377K – – –
NSAM
591
North Star Asset Management
Wisconsin
$376K -$66.6K -200 -14%
CAL
592
Capital Advisors Ltd
Ohio
$376K +$32.6K +98 +9%
LRIC
593
Long Road Investment Counsel
Michigan
$374K -$110K -330 -21%
EWM
594
Empirical Wealth Management
Washington
$374K – – –
NB
595
Nicolet Bankshares
Wisconsin
$372K -$6.33K -19 -2%
FNT
596
First National Trust
Pennsylvania
$370K -$41.6K -125 -9%
FF
597
Fluent Financial
Texas
$369K – – –
BFM
598
Broadview Financial Management
Wisconsin
$368K +$26.3K +79 +7%
SBIA
599
Sheaff Brock Investment Advisors
Indiana
$366K -$51.3K -154 -11%
RMCM
600
Reynders McVeigh Capital Management
Massachusetts
$365K +$6.33K +19 +2%
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