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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
701
Bragg Financial Advisors
North Carolina
$305K – – –
JF
702
JSF Financial
California
$304K – – –
HFA
703
Hoover Financial Advisors
Pennsylvania
$303K -$8.68K -24 -3%
AIM
704
Avity Investment Management
Connecticut
$303K -$3.61K -10 -1%
BAMG
705
Brand Asset Management Group
Missouri
$302K – – –
HF
706
Halpern Financial
Virginia
$301K +$290K +802 New
CK
707
Cohen Klingenstein
New York
$300K – – –
MHIC
708
Marble Harbor Investment Counsel
Massachusetts
$300K – – –
CFS
709
CRA Financial Services
New Jersey
$299K +$25.3K +70 +10%
HIC
710
Holderness Investments Company
North Carolina
$298K -$32.5K -90 -10%
FBB
711
Fulton Breakefield Broenniman
Maryland
$298K -$21.7K -60 -7%
FSCM
712
Front Street Capital Management
Montana
$298K – – –
RG
713
Rikoon Group
New Mexico
$298K – – –
SPL
714
Smart Portfolios LLC
Washington
$297K -$2.89K -8 -1%
EGA
715
Eagle Global Advisors
Texas
$297K – – –
ME
716
McIlrath & Eck
Washington
$296K – – –
CAL
717
Capital Advisors Ltd
Ohio
$293K – – –
EWA
718
Exencial Wealth Advisors
Oklahoma
$292K – – –
LWAC
719
Laurel Wealth Advisors (California)
California
$290K +$13.4K +37 +5%
HCMNY
720
Howard Capital Management (New York)
New York
$289K – – –
SC
721
Savant Capital
Illinois
$288K – – –
CFA
722
Carroll Financial Associates
North Carolina
$287K +$87.8K +243 +46%
NWS
723
Newport Wealth Strategies
California
$286K – – –
PCMC
724
Private Capital Management (Colorado)
Colorado
$286K – – –
CIM
725
Contravisory Investment Management
Massachusetts
$284K +$723 +2 +0.3%
27 28
29
30 31