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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
801
Capital Directions Investment Advisors
Georgia
$55K -$3.36K -10 -6%
LGWM
802
Litman Gregory Wealth Management
California
$55K – – –
TL
803
TrueWealth LLC
Georgia
$53K +$336 +1 +0.7%
MSA
804
Marino Stram & Associates
Massachusetts
$53K +$51.5K +153 New
TJHA
805
Thomas J. Herzfeld Advisors
Florida
$52K – – –
CFB
806
Cullen/Frost Bankers
Texas
$52K +$50.5K +150 New
LWM
807
Lenox Wealth Management
Ohio
$52K +$50.5K +150 New
ONST
808
Old North State Trust
North Carolina
$50K -$6.05K -18 -11%
FFC
809
First Financial Corp
Indiana
$45K – – –
OFW
810
Omnia Family Wealth
Florida
$44K – – –
CCM
811
Cribstone Capital Management
Maine
$43K -$42K -125 -50%
FIB
812
First Interstate Bank
Montana
$43K – – –
HS
813
Horan Securities
United States
$43K – – –
LPWM
814
Lake Point Wealth Management
Texas
$42K -$3.38M -10,053 -99%
PW
815
Price Wealth
Texas
$40K -$3.36K -10 -8%
AWM
816
Aevitas Wealth Management
Massachusetts
$40K – – –
BA
817
Belvedere Advisors
California
$40K +$39.4K +117 New
CH
818
Canton Hathaway
Rhode Island
$39K – – –
GTAM
819
Global Trust Asset Management
Florida
$39K – – –
WWM
820
Willingdon Wealth Management
North Carolina
$38K -$23.2K -69 -39%
AFIA
821
America First Investment Advisors
Nebraska
$38K – – –
PA
822
Parallel Advisors
California
$36K -$11.4K -34 -24%
CHC
823
City Holding Co
West Virginia
$35K – – –
AIM
824
Anchor Investment Management
South Carolina
$34.5K – – –
FNB
825
Farmers National Bank
Kentucky
$32K +$31.3K +93 New
31 32
33
34 35