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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
626
Baystate Wealth Management
Massachusetts
$293K – – –
WP
627
WealthShield Partners
North Carolina
$293K – – –
TCM
628
Telos Capital Management
California
$290K -$57.4K -165 -16%
GLA
629
Great Lakes Advisors
Illinois
$289K -$1.21M -3,475 -80%
CIM
630
Contravisory Investment Management
Massachusetts
$287K -$21.9K -63 -7%
VWM
631
Venturi Wealth Management
Texas
$286K +$4.18K +12 +1%
STA
632
Summit Trail Advisors
New York
$284K +$507K +1,456 +161%
RW
633
REDW Wealth
New Mexico
$283K +$696 +2 +0.2%
TTWM
634
TCV Trust & Wealth Management
Virginia
$282K – – –
HPC
635
HM Payson & Co
Maine
$280K -$40.4K -116 -12%
PCTC
636
Perkins Coie Trust Company
Washington
$279K – – –
SC
637
Savant Capital
Illinois
$279K +$19.1K +55 +7%
GG
638
GenWealth Group
New Jersey
$277K -$19.5K -56 -6%
CT
639
CPF Texas
Texas
$276K -$1.74K -5 -0.6%
BPC
640
Banque Pictet & Cie
Switzerland
$273K -$52.2K -150 -16%
CK
641
Cohen Klingenstein
New York
$273K – – –
MHIC
642
Marble Harbor Investment Counsel
Massachusetts
$273K – – –
NCM
643
Noesis Capital Mangement
Florida
$266K – – –
GT
644
Glenview Trust
Kentucky
$265K – – –
RG
645
Rikoon Group
New Mexico
$265K – – –
FMWA
646
Forvis Mazars Wealth Advisors
Missouri
$263K – – –
FCH
647
Freestone Capital Holdings
Washington
$262K -$113K -325 -30%
NWS
648
Newport Wealth Strategies
California
$262K – – –
ACI
649
Alpha Cubed Investments
California
$262K +$348 +1 +0.1%
RWP
650
RWA Wealth Partners
Massachusetts
$260K +$696 +2 +0.3%
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