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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
WP Advisors
California
$199K +$194K +577 New
MRCM
752
M&R Capital Management
New Jersey
$197K – – –
FFW
753
Fusion Family Wealth
New York
$195K -$9.42K -28 -5%
HDIM
754
Hanson & Doremus Investment Management
Vermont
$182K – – –
CBT
755
Capital Bank & Trust
California
$182K +$4.71K +14 +3%
PFBT
756
Parkside Financial Bank & Trust
Missouri
$176K – – –
PB
757
Pinnacle Bancorp
Nebraska
$176K – – –
AF
758
Arrow Financial
New York
$170K – – –
GWMIA
759
Global Wealth Management Investment Advisory
Florida
$163K -$266K -790 -63%
BWM
760
BerganKDV Wealth Management
Minnesota
$157K – – –
FDCDDQ
761
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K – – –
WTB
762
Washington Trust Bank
Washington
$154K – – –
BCA
763
Berman Capital Advisors
Georgia
$150K -$158K -469 -52%
CAC
764
Certified Advisory Corp
Florida
$150K -$9.42K -28 -6%
TFS
765
TrustCore Financial Services
Tennessee
$145K – – –
BC
766
Barnett & Company
Tennessee
$140K – – –
LWANC
767
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K – – –
S
768
SignatureFD
Georgia
$139K – – –
SFSIG
769
San Francisco Sentry Investment Group
California
$131K +$66.6K +198 +109%
MWM
770
Mascoma Wealth Management
New Hampshire
$127K – – –
FC
771
Ferris Capital
Massachusetts
$126K – – –
JGIA
772
Jackson Grant Investment Advisers
Connecticut
$117K +$673 +2 +0.6%
WAS
773
Winch Advisory Services
Wisconsin
$114K -$4.71K -14 -4%
DWM
774
Destination Wealth Management
California
$108K +$105K +312 New
AIM
775
Advantage Investment Management
Iowa
$105K -$19.5K -58 -16%
29 30
31
32 33