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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$213K +$52.2K +155 +34%
RWA
702
Ropes Wealth Advisors
Massachusetts
$213K -$1.69K -5 -0.8%
ITIM
703
Indiana Trust & Investment Management
Indiana
$213K +$208K +618 New
WAOTB
704
Wealth Advisors of Tampa Bay
Florida
$212K +$202K +600 New
CCMD
705
Cypress Capital Management (Delaware)
Delaware
$210K +$205K +607 New
MPM
706
Meritage Portfolio Management
Kansas
$210K +$205K +609 New
CIM
707
Confluence Investment Management
Missouri
$209K -$10.8K -32 -5%
BC
708
Burney Company
Virginia
$209K +$204K +605 New
WC
709
Weil Company
California
$208K +$203K +601 New
FBFS
710
First Business Financial Services
Wisconsin
$207K +$202K +600 New
NFC
711
Northeast Financial Consultants
Connecticut
$207K +$202K +600 New
SP
712
Successful Portfolios
Florida
$207K +$202K +600 New
AIM
713
Avity Investment Management
Connecticut
$205K -$8.42K -25 -4%
FFW
714
Fusion Family Wealth
New York
$204K – – –
CG
715
Caprock Group
Idaho
$204K +$192K +570 New
CAM
716
Congress Asset Management
Massachusetts
$203K +$198K +588 New
JFA
717
JNBA Financial Advisors
Minnesota
$189K – – –
MRCM
718
M&R Capital Management
New Jersey
$189K – – –
AFNAS
719
American Financial Network Advisory Services
California
$183K +$160K +474 +832%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$176K -$58K -172 -25%
PCM
721
Price Capital Management
Louisiana
$172K +$168K +500 New
WTB
722
Washington Trust Bank
Washington
$161K +$6.74K +20 +4%
HDIM
723
Hanson & Doremus Investment Management
Vermont
$155K – – –
AF
724
Allworth Financial
California
$154K – – –
MDCM
725
Morgan Dempsey Capital Management
Wisconsin
$147K +$144K +427 New
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