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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
651
Interactive Financial Advisors
Illinois
$87K -$7.14M -23,016 -99%
WIM
652
Westside Investment Management
California
$86.2K -$10.1M -32,409 -99%
ABFS
653
Appropriate Balance Financial Services
Washington
$74.1K -$16.9M -54,429 -70%
AWM
654
Avior Wealth Management
Nebraska
$73K -$4.66K -15 -6%
LIA
655
LS Investment Advisors
Michigan
$73K – – –
VIA
656
Vantage Investment Advisors
Pennsylvania
$65K -$3.41K -11 -5%
PO
657
Private Ocean
California
$62K – – –
AWM
658
AllSquare Wealth Management
New York
$62K +$40.3K +130 +191%
SHJ
659
Sharkey, Howes & Javer
Colorado
$61K +$310 +1 +0.5%
MWM
660
Mascoma Wealth Management
New Hampshire
$59K – – –
WTB
661
Washington Trust Bank
Washington
$56K – – –
CAG
662
Crestwood Advisors Group
Massachusetts
$55K +$54.3K +175 New
WB
663
Webster Bank
Connecticut
$52K – – –
CHC
664
City Holding Co
West Virginia
$50K – – –
PA
665
Parallel Advisors
California
$50K +$310 +1 +0.6%
UWPG
666
Ullmann Wealth Partners Group
Florida
$49K +$49.7K +160 New
ADL
667
Asset Dedication LLC
California
$48K -$15.8K -51 -25%
DBT
668
Dubuque Bank & Trust
Iowa
$47K -$31K -100 -40%
TIM
669
Tortoise Investment Management
New York
$43K -$5.59K -18 -12%
ACM
670
Armbruster Capital Management
New York
$37K – – –
PWM
671
Perigon Wealth Management
California
$33K – – –
BWP
672
Baldwin Wealth Partners
Massachusetts
$31K -$35.7K -115 -53%
SQA
673
Simon Quick Advisors
New Jersey
$31K +$30.4K +98 New
HS
674
Horan Securities
United States
$31K +$31K +100 New
BFEC
675
Benjamin F. Edwards & Company
Missouri
$28K – – –
25 26
27
28 29