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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
726
M&R Capital Management
New Jersey
$202K – – –
BFPW
727
BOK Financial Private Wealth
Colorado
$202K +$201K +550 New
F
728
Filament
Washington
$202K +$201K +550 New
SMH
729
Sanders Morris Harris
Texas
$202K +$201K +550 New
NIM
730
Northeast Investment Management
Massachusetts
$200K +$200K +545 New
LNB
731
Ledyard National Bank
$196K -$15K -41 -7%
PFBT
732
Parkside Financial Bank & Trust
Missouri
$187K – – –
HDIM
733
Hanson & Doremus Investment Management
Vermont
$184K +$11.7K +32 +7%
FDCDDQ
734
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K – – –
WTB
735
Washington Trust Bank
Washington
$164K – – –
BWM
736
BerganKDV Wealth Management
Minnesota
$163K – – –
IFA
737
Interactive Financial Advisors
Illinois
$157K -$7.76M -21,199 -98%
TFS
738
TrustCore Financial Services
Tennessee
$154K – – –
CAC
739
Certified Advisory Corp
Florida
$152K +$26.4K +72 +21%
BC
740
Barnett & Company
Tennessee
$149K – – –
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$145K +$366 +1 +0.3%
AA
742
Ancora Advisors
Ohio
$140K +$139K +379 New
MWM
743
Mascoma Wealth Management
New Hampshire
$136K – – –
FC
744
Ferris Capital
Massachusetts
$134K -$78.7K -215 -37%
CFGS
745
Concourse Financial Group Securities
Alabama
$131K +$130K +355 New
SIS
746
Sound Income Strategies
Florida
$129K +$120K +327 +1,422%
WAS
747
Winch Advisory Services
Wisconsin
$125K +$366 +1 +0.3%
HT
748
Heritage Trust
Oklahoma
$123K – – –
NFG
749
Next Financial Group
Texas
$115K +$115K +314 New
MWPCG
750
Measured Wealth Private Client Group
New Hampshire
$111K +$110K +301 New
28 29
30
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