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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
601
Edmonds Duncan Registered Investment Advisors
Kansas
$209K +$200K +692 New
GWS
602
Glassman Wealth Services
Virginia
$209K +$201K +694 New
FI
603
FormulaFolio Investments
Michigan
$208K +$200K +691 New
CAM
604
Congress Asset Management
Massachusetts
$204K -$150K -518 -43%
AB
605
AT Bancorp
Iowa
$204K +$195K +675 New
WFG
606
Windsor Financial Group
Minnesota
$201K -$18.8K -65 -9%
UAS
607
United Asset Strategies
New York
$201K +$192K +665 New
AF
608
Arrow Financial
New York
$197K – – –
BC
609
Blackhill Capital
New Jersey
$196K – – –
EWM
610
Endurance Wealth Management
Rhode Island
$188K – – –
TFO
611
Tarbox Family Office
California
$188K – – –
RWA
612
Ropes Wealth Advisors
Massachusetts
$187K – – –
FFW
613
Fusion Family Wealth
New York
$187K +$178K +615 New
JFA
614
JNBA Financial Advisors
Minnesota
$180K +$101K +349 +141%
SNT
615
Security National Trust
West Virginia
$172K – – –
MRCM
616
M&R Capital Management
New Jersey
$165K – – –
CDIA
617
Capital Directions Investment Advisors
Georgia
$162K – – –
JGIA
618
Jackson Grant Investment Advisers
Connecticut
$151K +$578 +2 +0.4%
APSP
619
Asset Planning Services (Pennsylvania)
Pennsylvania
$150K – – –
ST
620
Smithfield Trust
Pennsylvania
$146K – – –
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$139K +$134K +462 New
LJHT
622
Laurie J. Hall Trustee
$137K +$130K +450 New
HDIM
623
Hanson & Doremus Investment Management
Vermont
$136K – – –
AF
624
Allworth Financial
California
$134K -$7.23K -25 -5%
WEC
625
Winslow Evans & Crocker
Massachusetts
$128K – – –
23 24
25
26 27