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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
626
Bay Harbor Wealth Management
Maryland
$253K -$65.1K -192 -17%
BWA
627
BlueSky Wealth Advisors
North Carolina
$253K -$12.5K -37 -4%
TAM
628
Tradition Asset Management
Virginia
$253K – – –
WP
629
WealthPLAN Partners
Nebraska
$253K – – –
NEIRG
630
New England Investment & Retirement Group
Massachusetts
$252K -$20.3K -60 -6%
EWM
631
Empirical Wealth Management
Washington
$251K -$40.7K -120 -11%
RPGK
632
Retirement Planning Group (Kansas)
Kansas
$250K – – –
COF
633
Capital One Financial
Virginia
$246K +$317K +934 New
UR
634
USCA RIA
Texas
$243K -$959K -2,828 -75%
BJL
635
Brighton Jones LLC
Washington
$242K -$299K -881 -49%
BOS
636
Bingham Osborn & Scarborough
California
$242K -$83.1K -245 -21%
NFC
637
Northeast Financial Consultants
Connecticut
$242K – – –
HA
638
Harborview Advisors
Maine
$241K – – –
DCM
639
Donaldson Capital Management
Indiana
$239K -$162K -478 -34%
RSWM
640
Robertson Stephens Wealth Management
California
$238K -$84.8K -250 -22%
WIA
641
World Investment Advisors
California
$238K -$22.7K -67 -7%
QWM
642
QP Wealth Management
New Jersey
$237K +$33.9K +100 +13%
ACM
643
Ayrshire Capital Management
Connecticut
$236K +$17K +50 +6%
AA
644
Advisory Alpha
Michigan
$235K +$4.41K +13 +2%
OCM
645
One Capital Management
California
$235K – – –
WPC
646
Waters Parkerson & Co
Louisiana
$234K – – –
WMG
647
WESCAP Management Group
California
$233K -$17.6K -52 -6%
SQA
648
Simon Quick Advisors
New Jersey
$233K -$8.48K -25 -3%
APSP
649
Asset Planning Services (Pennsylvania)
Pennsylvania
$233K – – –
OIA
650
Optimum Investment Advisors
Illinois
$229K -$886K -2,613 -75%
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