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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
651
New England Professional Planning Group
Rhode Island
$381K +$367K +1,015 New
RG
652
Rathbones Group
United Kingdom
$375K – – –
PIA
653
Perennial Investment Advisors
California
$375K +$361K +999 New
9WM
654
9258 Wealth Management
Ohio
$375K +$361K +1,000 New
BWA
655
BlueSky Wealth Advisors
North Carolina
$374K – – –
APW
656
Aurora Private Wealth
New Jersey
$371K +$357K +989 New
PAM
657
Premier Asset Management
Illinois
$369K – – –
NSAM
658
North Star Asset Management
Wisconsin
$368K – – –
RW
659
REDW Wealth
New Mexico
$365K -$28.9K -80 -8%
CBB
660
Citizens Business Bank
California
$364K – – –
WIA
661
World Investment Advisors
California
$364K +$723 +2 +0.2%
CONA
662
Capital One National Association
New York
$363K +$350K +967 New
TAM
663
Tradition Asset Management
Virginia
$361K – – –
FNT
664
First National Trust
Pennsylvania
$358K – – –
JIR
665
James Investment Research
Ohio
$357K – – –
RPGK
666
Retirement Planning Group (Kansas)
Kansas
$357K – – –
FNBOO
667
First National Bank of Omaha
Nebraska
$353K – – –
WMG
668
WESCAP Management Group
California
$353K – – –
PMFA
669
Plante Moran Financial Advisors
Michigan
$350K -$2.78M -7,686 -89%
WA1
670
Wimmer Associates 1
California
$345K -$65.4K -181 -16%
NFC
671
Northeast Financial Consultants
Connecticut
$345K – – –
HA
672
Harborview Advisors
Maine
$344K – – –
SQA
673
Simon Quick Advisors
New Jersey
$342K +$361 +1 +0.1%
WP
674
WealthPLAN Partners
Nebraska
$338K -$14.8K -41 -4%
OCM
675
One Capital Management
California
$336K -$16.3K -45 -5%
25 26
27
28 29