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State Street SPDR S&P MIDCAP 400 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SI
826
Saxon Interests
Texas
$606K – – –
CAC
827
Certified Advisory Corp
Florida
$606K +$44.5K +76 +8%
Quantbot Technologies
828
Quantbot Technologies
New York
$604K +$621K +1,060 New
First National Trust
829
First National Trust
Pennsylvania
$600K -$20.5K -35 -3%
Bleakley Financial Group
830
Bleakley Financial Group
New Jersey
$598K – – –
FWP
831
FAS Wealth Partners
Kansas
$596K – – –
CPA
832
Compass Planning Associates
Massachusetts
$594K +$611K +1,043 New
GW&K Investment Management
833
GW&K Investment Management
Massachusetts
$592K – – –
Foundations Investment Advisors
834
Foundations Investment Advisors
Arizona
$592K +$31.7K +54 +5%
Mairs & Power Inc
835
Mairs & Power Inc
Minnesota
$590K +$117K +200 +24%
W
836
WorthPointe
California
$588K -$42.8K -73 -7%
UBV
837
United Bank (Virginia)
Virginia
$584K – – –
BBI
838
Baxter Bros Inc
Connecticut
$583K – – –
OAS
839
Optivise Advisory Services
Tennessee
$581K +$151K +258 +34%
AMBIA
840
Allen Mooney & Barnes Investment Advisors
Georgia
$576K +$586 +1 +0.1%
FHA
841
Flagship Harbor Advisors
Massachusetts
$574K – – –
Plancorp LLC
842
Plancorp LLC
Missouri
$571K +$19.9K +34 +4%
FH
843
FWG Holdings
Florida
$571K – – –
GL
844
GHE LLC
Tennessee
$570K – – –
Douglass Winthrop Advisors
845
Douglass Winthrop Advisors
New York
$570K – – –
HIGP
846
Hill Investment Group Partners
Missouri
$570K – – –
WAS
847
Wealth Advisory Solutions
Indiana
$570K – – –
SMWM
848
Silvia McColl Wealth Management
California
$566K – – –
TWM
849
Tanager Wealth Management
United Kingdom
$565K – – –
PIA
850
Pollock Investment Advisors
Michigan
$564K +$581K +991 New