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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
ABFS
651
Appropriate Balance Financial Services
Washington
$71.3K +$97.3K +306 +1%
CT
652
Clearstead Trust
Maine
$65K – – –
PO
653
Private Ocean
California
$65K – – –
VCM
654
Vigilant Capital Management
Maine
$63K +$38.1K +120 +164%
PSW
655
Portfolio Strategies (Washington)
Washington
$61K -$30.8K -97 -34%
MWM
656
Mascoma Wealth Management
New Hampshire
$61K – – –
PCM
657
Prelude Capital Management
New York
$57K -$25.4K -80 -31%
VIA
658
Vantage Investment Advisors
Pennsylvania
$56K -$6.67K -21 -11%
WB
659
Webster Bank
Connecticut
$55K – – –
LGWM
660
Litman Gregory Wealth Management
California
$54K +$53.1K +167 New
CHC
661
City Holding Co
West Virginia
$52K – – –
ADL
662
Asset Dedication LLC
California
$50K – – –
AP
663
Atwood & Palmer
Missouri
$49K – – –
LJHT
664
Laurie J. Hall Trustee
$49K -$95.4K -300 -67%
TIM
665
Tortoise Investment Management
New York
$45K – – –
SFSIG
666
San Francisco Sentry Investment Group
California
$45K +$11.1K +35 +34%
HS
667
Horan Securities
United States
$41K – – –
FIB
668
First Interstate Bank
Montana
$41K +$39.7K +125 New
VFA
669
Valeo Financial Advisors
Indiana
$41K +$40.4K +127 New
ACM
670
Armbruster Capital Management
New York
$39K – – –
BL
671
Balentine LLC
Georgia
$37K – – –
SQA
672
Simon Quick Advisors
New Jersey
$37K +$4.45K +14 +14%
LWM
673
Lenox Wealth Management
Ohio
$35K +$5.4K +17 +18%
PWM
674
Perigon Wealth Management
California
$34K +$33.4K +105 New
BWP
675
Baldwin Wealth Partners
Massachusetts
$33K – – –