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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
726
BLB&B Advisors
Pennsylvania
$577K – – –
NHT
727
New Hampshire Trust
New Hampshire
$575K – – –
CWS
728
Confluence Wealth Services
Pennsylvania
$572K +$524K +1,128 New
SIC
729
Samalin Investment Counsel
New York
$569K – – –
PSF
730
Pacific Sun Financial
California
$568K -$4.64K -10 -0.9%
WAS
731
Wealth Advisory Solutions
Indiana
$565K -$517K -1,114 -50%
FH
732
FWG Holdings
Florida
$563K -$74.3K -160 -12%
FCB
733
First County Bank
Connecticut
$563K – – –
WA
734
Wealth Architects
California
$559K – – –
JWA
735
JFS Wealth Advisors
Pennsylvania
$559K +$201K +432 +65%
SCTC
736
Sanibel Captiva Trust Company
Florida
$558K +$511K +1,100 New
ACM
737
Advisors Capital Management
New Jersey
$557K – – –
LT
738
Legacy Trust
Michigan
$556K – – –
WP
739
WealthShield Partners
North Carolina
$556K -$6.96K -15 -1%
BCM
740
Brookstone Capital Management
Illinois
$555K -$2.79K -6 -0.5%
AC
741
Apella Capital
Connecticut
$554K +$929 +2 +0.2%
BWM
742
Baystate Wealth Management
Massachusetts
$554K -$1.86K -4 -0.4%
DADC
743
D.A. Davidson & Co
Montana
$552K -$48.8K -105 -9%
AI
744
Accredited Investors
Minnesota
$550K – – –
PO
745
Private Ocean
California
$549K -$17.2K -37 -3%
MC
746
Miramar Capital
Illinois
$543K – – –
KCM
747
Kanawha Capital Management
Virginia
$541K – – –
NG
748
Norden Group
Utah
$539K -$1.54M -3,315 -76%
JFA
749
JNBA Financial Advisors
Minnesota
$537K – – –
BFA
750
Bragg Financial Advisors
North Carolina
$537K -$3.71K -8 -0.7%
28 29
30
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