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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
751
Anchor Investment Management
South Carolina
$110K – – –
TPWA
752
TRUE Private Wealth Advisors
Oregon
$110K +$110K +299 New
GP
753
Girard Partners
Pennsylvania
$110K +$110K +299 New
MMG
754
Monetary Management Group
Missouri
$107K -$36.6K -100 -26%
CAL
755
Capital Analysts LLC
Pennsylvania
$100K -$732 -2 -0.7%
WEC
756
Winslow Evans & Crocker
Massachusetts
$94K – – –
TIM
757
Tortoise Investment Management
New York
$93K +$42.1K +115 +84%
CCM
758
Cribstone Capital Management
Maine
$92K +$91.6K +250 New
BFC
759
Bedel Financial Consulting
Indiana
$90K -$75.8K -207 -44%
GI
760
Gradient Investments
Minnesota
$89K -$14.7K -40 -14%
MYIA
761
Mount Yale Investment Advisors
Colorado
$89K – – –
SFSIG
762
San Francisco Sentry Investment Group
California
$87K +$20.1K +55 +30%
IFAM
763
Institutional & Family Asset Management
Colorado
$87K +$86.4K +236 New
AWM
764
Avior Wealth Management
Nebraska
$86K – – –
BWP
765
Baldwin Wealth Partners
Massachusetts
$85K – – –
KJWM
766
Kiley Juergens Wealth Management
Washington
$83K – – –
SWP
767
Strategic Wealth Partners
Ohio
$81K -$49.8K -136 -38%
QCIG
768
Quad-Cities Investment Group
Iowa
$75K +$366 +1 +0.5%
VCM
769
Vigilant Capital Management
Maine
$75K +$3.66K +10 +5%
SMFS
770
Squar Milner Financial Services
California
$74K – – –
FMB
771
Field & Main Bank
Kentucky
$73K – – –
WWM
772
Willingdon Wealth Management
North Carolina
$66K – – –
CDIA
773
Capital Directions Investment Advisors
Georgia
$66K +$65.6K +179 New
LGWM
774
Litman Gregory Wealth Management
California
$61K – – –
ONST
775
Old North State Trust
North Carolina
$60K +$60.4K +165 New
29 30
31
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