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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
801
YorkBridge Wealth Partners
New York
$62K +$61.2K +175 New
NPP
802
New Potomac Partners
Maryland
$57K – – –
LGWM
803
Litman Gregory Wealth Management
California
$56K – – –
BFEC
804
Benjamin F. Edwards & Company
Missouri
$55K +$22.7K +65 +71%
TL
805
TrueWealth LLC
Georgia
$54K – – –
LWM
806
Lenox Wealth Management
Ohio
$53K – – –
TJHA
807
Thomas J. Herzfeld Advisors
Florida
$53K – – –
ONST
808
Old North State Trust
North Carolina
$52K +$349 +1 +0.7%
AAP
809
Arax Advisory Partners
Colorado
$50K +$49.3K +141 New
RIA
810
Realta Investment Advisors
Delaware
$47K -$550K -1,574 -92%
FIB
811
First Interstate Bank
Montana
$44K – – –
HS
812
Horan Securities
United States
$44K – – –
DWM
813
Doyle Wealth Management
Florida
$44K +$43.7K +125 New
LPWM
814
Lake Point Wealth Management
Texas
$42K – – –
CH
815
Canton Hathaway
Rhode Island
$41K – – –
PW
816
Price Wealth
Texas
$41K – – –
GTAM
817
Global Trust Asset Management
Florida
$40K – – –
AFIA
818
America First Investment Advisors
Nebraska
$39K – – –
WWM
819
Willingdon Wealth Management
North Carolina
$39K – – –
PA
820
Parallel Advisors
California
$37K – – –
AIM
821
Anchor Investment Management
South Carolina
$35.5K – – –
CHC
822
City Holding Co
West Virginia
$35K – – –
BCI
823
Brinker Capital Investments
Pennsylvania
$35K +$34.6K +99 New
AF
824
Advisornet Financial
Minnesota
$32K – – –
AF
825
Arrow Financial
New York
$31K -$141K -404 -82%
31 32
33
34 35