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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
901
Ellis Investment Partners
Pennsylvania
$261K +$5.84K +12 +2%
BHIA
902
Birch Hill Investment Advisors
Massachusetts
$260K – – –
EDRIA
903
Edmonds Duncan Registered Investment Advisors
Kansas
$258K – – –
BWA
904
Burt Wealth Advisors
Maryland
$257K – – –
TFO
905
Tarbox Family Office
California
$256K -$7.3K -15 -3%
PFBT
906
Parkside Financial Bank & Trust
Missouri
$253K – – –
3AM
907
3EDGE Asset Management
Florida
$252K -$331K -681 -57%
IAS
908
Investment Advisory Services
Texas
$250K – – –
WA
909
WealthTrust Axiom
Pennsylvania
$250K +$51.6K +106 +26%
KL
910
KWMG LLC
Kansas
$249K – – –
SAS
911
Sanford Advisory Services
Michigan
$249K – – –
BCI
912
Brinker Capital Investments
Pennsylvania
$248K – – –
BFEC
913
Benjamin F. Edwards & Company
Missouri
$248K +$217K +445 +742%
WEG
914
World Equity Group
Illinois
$246K +$244K +501 New
APC
915
Asset Planning Corporation
Tennessee
$245K -$95.8K -197 -28%
FFW
916
Fusion Family Wealth
New York
$245K – – –
HDIM
917
Hanson & Doremus Investment Management
Vermont
$245K – – –
PFG
918
PAX Financial Group
Texas
$245K – – –
MW
919
MBL Wealth
North Carolina
$245K +$243K +500 New
HT
920
Heritage Trust
Oklahoma
$243K – – –
MCA
921
Maryland Capital Advisors
Maryland
$243K – – –
MG
922
Mather Group
Illinois
$242K -$11.2K -23 -4%
BWA
923
BlueSky Wealth Advisors
North Carolina
$242K – – –
CWM
924
Concentric Wealth Management
California
$242K – – –
GC
925
Garde Capital
Washington
$241K +$487 +1 +0.2%
35 36
37
38 39