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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
701
True Link Financial Advisors
California
$322K +$295K +766 New
RG
702
Rikoon Group
New Mexico
$320K -$12.7K -33 -4%
HCMNY
703
Howard Capital Management (New York)
New York
$319K – – –
SAM
704
S.A. Mason
Michigan
$319K – – –
TCOV
705
Trust Company of Vermont
Vermont
$318K -$8.47K -22 -3%
IIA
706
ICW Investment Advisors
Arizona
$318K +$770 +2 +0.3%
BWP
707
BSW Wealth Partners
Colorado
$317K +$291K +756 New
NFG
708
Next Financial Group
Texas
$316K +$224K +581 +340%
VCA
709
Verdence Capital Advisors
Maryland
$316K +$290K +752 New
SXL
710
Summit X LLC
Missouri
$315K +$290K +752 New
ACM
711
Ashford Capital Management
Delaware
$311K +$285K +740 New
OCM
712
Orion Capital Management
California
$311K +$285K +740 New
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$308K -$231K -601 -45%
CC
714
Cadinha & Co
Hawaii
$308K – – –
FPW
715
Flagship Private Wealth
Massachusetts
$307K +$274K +711 New
NCM
716
Novare Capital Management
North Carolina
$306K – – –
CCP
717
Clarkston Capital Partners
Michigan
$304K +$279K +725 New
UFA
718
US Financial Advisors
Massachusetts
$304K +$279K +725 New
FBB
719
Fulton Breakefield Broenniman
Maryland
$302K -$19.6K -51 -7%
OFS
720
Orrstown Financial Services
Pennsylvania
$301K -$38.5K -100 -12%
CIAS
721
Capital Investment Advisory Services
North Carolina
$299K +$40.8K +106 +18%
BIC
722
Beach Investment Counsel
Pennsylvania
$298K – – –
JWA
723
JFS Wealth Advisors
Pennsylvania
$298K – – –
LWAC
724
Laurel Wealth Advisors (California)
California
$295K -$25K -65 -8%
AIP
725
Almanack Investment Partners
Pennsylvania
$295K – – –
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