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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
726
Atlas Brown
Kentucky
$224K +$218K +649 New
CCM
727
Carlson Capital Management
Minnesota
$224K +$218K +649 New
NPA
728
Nichols & Pratt Advisers
Massachusetts
$224K +$219K +650 New
GG
729
GenWealth Group
New Jersey
$222K -$27.2K -81 -11%
ACM
730
Allred Capital Management
Texas
$222K +$214K +636 New
NFG
731
Next Financial Group
Texas
$221K +$62.2K +185 +41%
NFH
732
NEXT Financial Holdings
Texas
$221K +$215K +639 New
AAMA
733
Advanced Asset Management Advisors
Ohio
$218K +$212K +631 New
SCM
734
Shapiro Capital Management
Georgia
$217K +$211K +628 New
RWA
735
Ropes Wealth Advisors
Massachusetts
$216K – – –
WCM
736
Wealthcare Capital Management
Virginia
$215K -$350K -1,040 -63%
TFO
737
Tarbox Family Office
California
$215K – – –
HCIA
738
Hochman Cole Investment Advisors
Illinois
$215K +$210K +623 New
GWAG
739
Garrett Wealth Advisory Group
Texas
$214K +$210K +624 New
BHIA
740
Birch Hill Investment Advisors
Massachusetts
$212K +$206K +613 New
CBU
741
CIBC Bank USA
Illinois
$212K +$206K +613 New
ZB
742
Zions Bancorporation
Utah
$211K -$67.6K -201 -25%
TSS
743
Thomas Story & Son
Indiana
$211K +$205K +610 New
LWAC
744
Laurel Wealth Advisors (California)
California
$211K +$206K +611 New
CCMD
745
Cypress Capital Management (Delaware)
Delaware
$210K +$204K +607 New
SCA
746
Snowden Capital Advisors
New York
$210K +$204K +607 New
SP
747
Successful Portfolios
Florida
$207K +$202K +600 New
WMSA
748
Weiss Multi-Strategy Advisers
New York
$204K +$199K +591 New
AC
749
Abbrea Capital
California
$201K +$195K +580 New
KWA
750
KCS Wealth Advisory
California
$200K +$194K +578 New
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30
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