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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Chesapeake Wealth Management
Virginia
$207K +$211K +605 New
FBFS
702
First Business Financial Services
Wisconsin
$205K
NFC
703
Northeast Financial Consultants
Connecticut
$205K
SP
704
Successful Portfolios
Florida
$205K
WC
705
Weil Company
California
$205K
CAM
706
Congress Asset Management
Massachusetts
$203K +$2.09K +6 +1%
CBU
707
CIBC Bank USA
Illinois
$202K -$87K -250 -30%
FFW
708
Fusion Family Wealth
New York
$202K
FC
709
Ferris Capital
Massachusetts
$198K +$202K +580 New
LNB
710
Ledyard National Bank
$196K -$122K -350 -38%
RCAG
711
Rehmann Capital Advisory Group
Michigan
$195K +$198K +570 New
JFA
712
JNBA Financial Advisors
Minnesota
$187K
MRCM
713
M&R Capital Management
New Jersey
$187K
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$187K +$150K +432 +376%
PFBT
715
Parkside Financial Bank & Trust
Missouri
$174K
JG
716
Jefferies Group
New York
$171K +$174K +500 New
BFC
717
Bedel Financial Consulting
Indiana
$160K +$163K +467 New
HDIM
718
Hanson & Doremus Investment Management
Vermont
$154K
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K -$58.8K -169 -27%
WTB
720
Washington Trust Bank
Washington
$153K -$6.96K -20 -4%
AF
721
Allworth Financial
California
$152K
CPA
722
Clear Perspective Advisors
Illinois
$151K +$14.3K +41 +10%
TFS
723
TrustCore Financial Services
Tennessee
$144K
BC
724
Barnett & Company
Tennessee
$138K
JGIA
725
Jackson Grant Investment Advisers
Connecticut
$134K +$348 +1 +0.3%