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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
901
Newton One Investments
Delaware
$50K +$45.4K +118 New
CH
902
Canton Hathaway
Rhode Island
$48K – – –
GTAM
903
Global Trust Asset Management
Florida
$47K – – –
AFIA
904
America First Investment Advisors
Nebraska
$46K – – –
MLFP
905
MPS Loria Financial Planners
Illinois
$46K – – –
WIM
906
Westside Investment Management
California
$42.1K – – –
CYG
907
Clean Yield Group
Vermont
$42K – – –
EWA
908
Evolution Wealth Advisors
Florida
$42K – – –
GWM
909
Greenhouse Wealth Management
Connecticut
$42K +$38.5K +100 New
AIM
910
Anchor Investment Management
South Carolina
$42K – – –
PCTC
911
Perkins Coie Trust Company
Washington
$40K -$135K -350 -79%
AF
912
Advisornet Financial
Minnesota
$38K – – –
ADL
913
Asset Dedication LLC
California
$37K – – –
ICP
914
Interchange Capital Partners
Pennsylvania
$37K +$34.7K +90 New
OPW
915
Oxler Private Wealth
New York
$37K +$34.7K +90 New
IWP
916
IAG Wealth Partners
Wisconsin
$35K -$16.6K -43 -34%
MAM
917
Meeder Asset Management
Ohio
$35K +$19.3K +50 +152%
BG
918
Bollard Group
Massachusetts
$34K – – –
FWC
919
First Washington Corp
Washington
$34K – – –
BC
920
Barnett & Company
Tennessee
$33K – – –
HFA
921
HC Financial Advisors
California
$32K -$8.09K -21 -21%
AF
922
Arrow Financial
New York
$31K -$5.01K -13 -15%
FMII
923
Farmers & Merchants Investments Inc
Nebraska
$31K – – –
CFFP
924
Center for Financial Planning
Michigan
$31K +$28.5K +74 New
CBT
925
CoreFirst Bank & Trust
Kansas
$29K +$27K +70 New
35 36
37
38 39