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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
626
Greenleaf Trust
Michigan
$429K -$1.81K -5 -0.4%
FI
627
FormulaFolio Investments
Michigan
$429K +$32.9K +91 +9%
BHTS
628
Bar Harbor Trust Services
Maine
$428K +$412K +1,140 New
CC
629
Cadinha & Co
Hawaii
$425K – – –
PTB
630
Pioneer Trust Bank
Oregon
$421K -$835K -2,310 -67%
ACP
631
Aveo Capital Partners
Colorado
$417K +$12.7K +35 +3%
CAM
632
Congress Asset Management
Massachusetts
$415K -$7.23K -20 -2%
AWM
633
Aberdeen Wealth Management
Illinois
$412K +$397K +1,097 New
JRP
634
Jasper Ridge Partners
California
$411K – – –
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$411K – – –
SBIA
636
Sheaff Brock Investment Advisors
Indiana
$408K -$9.04K -25 -2%
NB
637
Nicolet Bankshares
Wisconsin
$406K – – –
FWP
638
FAS Wealth Partners
Kansas
$406K +$1.08K +3 +0.3%
NDSI
639
Newman Dignan & Sheerar Inc
Rhode Island
$404K -$127K -350 -25%
EWM
640
Empirical Wealth Management
Washington
$404K – – –
BP
641
BBR Partners
New York
$402K -$19.9K -55 -5%
PSF
642
Pacific Sun Financial
California
$401K +$361 +1 +0.1%
RC
643
Rovin Capital
Arizona
$401K +$386K +1,068 New
SPP
644
Single Point Partners
Massachusetts
$396K +$382K +1,056 New
BEC
645
Blue Edge Capital
Virginia
$393K +$1.45K +4 +0.2%
PMG
646
ProVise Management Group
Florida
$391K – – –
NEIRG
647
New England Investment & Retirement Group
Massachusetts
$383K – – –
PBF
648
Petix & Botte Financial
California
$383K +$368K +1,018 New
VBFG
649
Vishria Bird Financial Group
Tennessee
$381K -$50.6K -140 -12%
22CM
650
20/20 Capital Management
California
$381K +$365K +1,010 New
24 25
26
27 28