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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
601
Certified Advisory Corp
Florida
$654K +$521K +1,056 +381%
WWM
602
Western Wealth Management
Colorado
$650K +$28.1K +57 +4%
IAN
603
Integrated Advisors Network
Texas
$644K +$12.8K +26 +2%
CWM
604
Chesapeake Wealth Management
Virginia
$643K -$2.47K -5 -0.4%
IG
605
ING Group
Netherlands
$620K -$134K -271 -18%
GJIC
606
Gamble Jones Investment Counsel
California
$616K -$597K -1,210 -49%
MC
607
Moors & Cabot
Massachusetts
$616K +$21.2K +43 +4%
MIC
608
Means Investment Company
Maine
$614K +$371K +753 +152%
MKC
609
M. Kraus & Co
Vermont
$611K – – –
WA
610
Wealth Advisors
California
$610K – – –
EFS
611
Essex Financial Services
Connecticut
$607K – – –
PWM
612
Peterson Wealth Management
Nevada
$607K +$610K +1,237 New
AP
613
Appleton Partners
Massachusetts
$604K +$2.47K +5 +0.4%
IAIM
614
International Assets Investment Management
Florida
$598K -$699K -1,418 -54%
SFG
615
SevenBridge Financial Group
Pennsylvania
$598K – – –
CC
616
Claybrook Capital
Massachusetts
$598K +$600K +1,217 New
RGC
617
Roberts, Glore & Co
Illinois
$597K – – –
AWM
618
Altium Wealth Management
New York
$587K – – –
EWM
619
Empirical Wealth Management
Washington
$587K – – –
SFSIG
620
San Francisco Sentry Investment Group
California
$583K -$29.6K -60 -5%
MAM
621
Meeder Asset Management
Ohio
$581K +$194K +393 +50%
JFA
622
JNBA Financial Advisors
Minnesota
$577K – – –
KCM
623
Kanawha Capital Management
Virginia
$577K – – –
SPP
624
Single Point Partners
Massachusetts
$573K – – –
SFA
625
Sequoia Financial Advisors
Ohio
$568K -$24.7K -50 -4%
23 24
25
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