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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
851
Ellis Investment Partners
Pennsylvania
$253K +$491 +1 +0.2%
CWM
852
Chesapeake Wealth Management
Virginia
$252K -$386K -785 -60%
BWA
853
Burt Wealth Advisors
Maryland
$252K – – –
CCM
854
Coldstream Capital Management
Washington
$252K +$63.9K +130 +21%
PA
855
Parallel Advisors
California
$250K -$28.5K -58 -10%
CSPIA
856
Cary Street Partners Investment Advisory
Virginia
$250K – – –
CAM
857
Congress Asset Management
Massachusetts
$247K +$5.4K +11 +2%
IAS
858
Investment Advisory Services
Texas
$245K – – –
KL
859
KWMG LLC
Kansas
$244K – – –
MOS
860
MGO One Seven
Ohio
$244K – – –
PFBT
861
Parkside Financial Bank & Trust
Missouri
$243K – – –
COF
862
Capital One Financial
Virginia
$242K – – –
SCA
863
Snowden Capital Advisors
New York
$241K -$24.1K -49 -9%
CCM
864
Carlson Capital Management
Minnesota
$240K – – –
FFW
865
Fusion Family Wealth
New York
$240K – – –
HDIM
866
Hanson & Doremus Investment Management
Vermont
$240K – – –
PFG
867
PAX Financial Group
Texas
$240K – – –
HT
868
Heritage Trust
Oklahoma
$239K – – –
FSCM
869
Front Street Capital Management
Montana
$238K -$98.2K -200 -29%
CWM
870
Concentric Wealth Management
California
$238K – – –
BWA
871
BlueSky Wealth Advisors
North Carolina
$237K – – –
WIC
872
Woodmont Investment Counsel
Tennessee
$237K +$26K +53 +12%
HW
873
Hedeker Wealth
Illinois
$234K +$14.2K +29 +6%
IWC
874
Integrated Wealth Concepts
Massachusetts
$233K – – –
TSS
875
Thomas Story & Son
Indiana
$233K – – –
33 34
35
36 37