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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
PT
701
Plimoth Trust
Massachusetts
$228K – – –
BHIA
702
Birch Hill Investment Advisors
Massachusetts
$227K – – –
ITIM
703
Indiana Trust & Investment Management
Indiana
$227K – – –
TSS
704
Thomas Story & Son
Indiana
$224K – – –
AWA
705
Arete Wealth Advisors
Illinois
$224K +$366 +1 +0.2%
CCMD
706
Cypress Capital Management (Delaware)
Delaware
$223K – – –
CWM
707
Chesapeake Wealth Management
Virginia
$222K – – –
WC
708
Weil Company
California
$221K – – –
FBFS
709
First Business Financial Services
Wisconsin
$220K – – –
NFC
710
Northeast Financial Consultants
Connecticut
$220K – – –
SP
711
Successful Portfolios
Florida
$220K – – –
WA
712
WP Advisors
California
$220K +$10.6K +29 +5%
EWA
713
Exencial Wealth Advisors
Oklahoma
$218K -$4.76K -13 -2%
FFW
714
Fusion Family Wealth
New York
$218K – – –
CAM
715
Congress Asset Management
Massachusetts
$215K -$25.3K -69 -11%
PSUF
716
People's United Financial
Connecticut
$215K +$214K +585 New
NCM
717
Novare Capital Management
North Carolina
$213K – – –
CG
718
Caprock Group
Idaho
$211K – – –
ACP
719
Aveo Capital Partners
Colorado
$211K +$228K +622 New
MSA
720
Mason Street Advisors
Wisconsin
$209K – – –
LB
721
Landmark Bank
Missouri
$209K – – –
CAM
722
Concorde Asset Management
Michigan
$205K -$16.5K -45 -7%
SFWA
723
Summit Financial Wealth Advisors
Louisiana
$205K +$220K +600 New
ECM
724
EagleClaw Capital Management
Massachusetts
$202K -$9.16K -25 -4%
SFM
725
Signet Financial Management
New Jersey
$202K -$8.42K -23 -4%
27 28
29
30 31