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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
801
Security National Bank
Nebraska
$285K +$273K +599 New
PRWA
802
Platte River Wealth Advisors
Colorado
$283K – – –
DT
803
Diversified Trust
Tennessee
$283K +$22.3K +49 +9%
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$280K +$15.5K +34 +6%
CSPAM
805
Cary Street Partners Asset Management
Virginia
$280K +$16K +35 +6%
AIM
806
Avity Investment Management
Connecticut
$279K -$5.93K -13 -2%
RMC
807
Resources Management Corp
Connecticut
$279K – – –
YIA
808
YHB Investment Advisors
Connecticut
$278K -$4.56K -10 -2%
EWM
809
Endurance Wealth Management
Rhode Island
$278K – – –
SWPG
810
Strategic Wealth Partners Group
Illinois
$277K – – –
BMM
811
Buffington Mohr McNeal
Idaho
$275K – – –
VWA
812
V Wealth Advisors
Kansas
$274K -$148K -325 -36%
P
813
&Partners
Tennessee
$274K – – –
TW
814
TrinityPoint Wealth
Connecticut
$274K – – –
LFF
815
Level Four Financial
Texas
$272K -$37.4K -82 -13%
BHIA
816
Birch Hill Investment Advisors
Massachusetts
$272K -$5.47K -12 -2%
PI
817
Pachira Investments
California
$271K -$13.7K -30 -5%
SAM
818
Summit Asset Management
Tennessee
$270K – – –
IP
819
Isthmus Partners
Wisconsin
$269K -$34.2K -75 -12%
ZAM
820
Zevin Asset Management
Massachusetts
$268K -$153K -335 -37%
WFA
821
Websterrogers Financial Advisors
South Carolina
$268K +$41K +90 +19%
PFGIA
822
Patriot Financial Group Insurance Agency
Massachusetts
$267K +$189K +415 +284%
ZIM
823
Zacks Investment Management
Illinois
$267K +$256K +561 New
SC
824
Scotia Capital
Ontario, Canada
$266K -$456 -1 -0.2%
SEP
825
Southland Equity Partners
Missouri
$266K +$13.7K +30 +6%
31 32
33
34 35