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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
676
Trillium Asset Management
Massachusetts
$257K – – –
NWS
677
Newport Wealth Strategies
California
$255K – – –
PWM
678
Perigon Wealth Management
California
$254K +$253K +690 New
PGWM
679
Parisi Gray Wealth Management
New Jersey
$253K – – –
BOS
680
Bingham Osborn & Scarborough
California
$252K – – –
ACM
681
AlphaStar Capital Management
North Carolina
$251K -$11.4K -31 -4%
MA
682
Mutual Advisors
Nebraska
$248K -$44.3K -121 -15%
AB
683
AT Bancorp
Iowa
$248K – – –
I
684
IberiaBank
Louisiana
$248K +$247K +674 New
HA
685
Hays Advisory
Tennessee
$248K +$247K +675 New
VIA
686
Vantage Investment Advisors
Pennsylvania
$247K +$129K +352 +110%
SLA
687
Silver Lake Advisory
Utah
$246K +$3.66K +10 +2%
CPSAC
688
Chas P. Smith & Associates (CPS)
Florida
$244K -$9.52K -26 -4%
WPIC
689
White Pine Investment Company
Michigan
$243K -$9.52K -26 -4%
EWM
690
Endurance Wealth Management
Rhode Island
$243K – – –
KWA
691
KCS Wealth Advisory
California
$241K -$148K -405 -38%
AF
692
Arrow Financial
New York
$240K – – –
PCAP
693
Pratt Collard Advisory Partners
New York
$240K – – –
BC
694
Blackhill Capital
New Jersey
$239K – – –
NPA
695
Nichols & Pratt Advisers
Massachusetts
$238K – – –
AAMA
696
Advanced Asset Management Advisors
Ohio
$232K – – –
RWA
697
Ropes Wealth Advisors
Massachusetts
$230K -$28.2K -77 -11%
EDRIA
698
Edmonds Duncan Registered Investment Advisors
Kansas
$230K -$24.2K -66 -10%
HCIA
699
Hochman Cole Investment Advisors
Illinois
$229K – – –
TFO
700
Tarbox Family Office
California
$229K – – –
26 27
28
29 30