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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Echo Wealth Management
Minnesota
$232K +$213K +552 New
CSPAM
802
Cary Street Partners Asset Management
Virginia
$232K +$213K +553 New
DWA
803
Douglass Winthrop Advisors
New York
$231K +$212K +550 New
ECM
804
EagleClaw Capital Management
Massachusetts
$231K +$212K +550 New
SWM
805
Soundmark Wealth Management
Washington
$231K +$212K +551 New
GSWM
806
Golden State Wealth Management
California
$230K -$617K -1,601 -74%
TWM
807
Tradition Wealth Management
Minnesota
$230K +$211K +549 New
DT
808
Diversified Trust
Tennessee
$229K +$210K +545 New
PAS
809
Park Avenue Securities
New York
$229K +$210K +546 New
FBT
810
First Bank & Trust
South Dakota
$228K -$22K -57 -9%
MIC
811
Means Investment Company
Maine
$226K +$188K +489 New
LSAG
812
Lake Street Advisors Group
New Hampshire
$226K +$207K +538 New
EIP
813
Ellis Investment Partners
Pennsylvania
$225K +$20.4K +53 +11%
MPI
814
Mairs & Power Inc
Minnesota
$224K -$94.4K -245 -31%
SEP
815
Southland Equity Partners
Missouri
$222K +$203K +528 New
JWCA
816
J.W. Coons Advisors
Ohio
$221K +$203K +526 New
RA
817
Rodgers & Associates
Pennsylvania
$221K +$203K +527 New
CCM
818
Carlson Capital Management
Minnesota
$220K +$193K +500 New
CPSAC
819
Chas P. Smith & Associates (CPS)
Florida
$220K +$201K +523 New
FDCC
820
Foster Dykema Cabot & Co
Massachusetts
$220K +$202K +525 New
SPFA
821
Summit Place Financial Advisors
New Jersey
$220K +$202K +525 New
FHA
822
Flagship Harbor Advisors
Massachusetts
$219K – – –
AA
823
Ancora Advisors
Ohio
$215K +$63.5K +165 +48%
TSS
824
Thomas Story & Son
Indiana
$214K -$38.5K -100 -16%
IAS
825
Investment Advisory Services
Texas
$214K +$196K +510 New
31 32
33
34 35