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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
901
High Net Worth Advisory Group
Florida
$216K -$442 -1 -0.2%
RWA
902
Ropes Wealth Advisors
Massachusetts
$216K – – –
TFO
903
Tarbox Family Office
California
$216K – – –
JHCP
904
Jackson Hole Capital Partners
Oklahoma
$214K – – –
EIP
905
Ellis Investment Partners
Pennsylvania
$214K +$442 +1 +0.2%
AC
906
Arjuna Capital
North Carolina
$214K +$235K +532 New
BHIA
907
Birch Hill Investment Advisors
Massachusetts
$213K – – –
HH
908
Hilltop Holdings
Texas
$212K -$3.09K -7 -1%
BW
909
Bison Wealth
Georgia
$211K -$3.53K -8 -1%
EDRIA
910
Edmonds Duncan Registered Investment Advisors
Kansas
$211K – – –
BFAG
911
Blackston Financial Advisory Group
Florida
$209K +$208K +471 New
AWM
912
Aprio Wealth Management
Georgia
$209K +$230K +521 New
LFAS
913
Level Four Advisory Services
Texas
$208K +$14.6K +33 +7%
MAC
914
Mason & Associates (California)
California
$208K +$229K +518 New
LW
915
Libra Wealth
California
$207K +$227K +515 New
MW
916
Marcum Wealth
Ohio
$206K -$18.1K -41 -7%
AF
917
Aldebaran Financial
$206K +$224K +506 New
KL
918
KWMG LLC
Kansas
$204K -$3.09K -7 -1%
SAS
919
Sanford Advisory Services
Michigan
$204K – – –
RMC
920
Resources Management Corp
Connecticut
$203K -$17.7K -40 -7%
PFBT
921
Parkside Financial Bank & Trust
Missouri
$203K – – –
FDCDDQ
922
Federation des caisses Desjardins du Quebec
Quebec, Canada
$202K – – –
PI
923
Pachira Investments
California
$202K – – –
PVH
924
Psagot Value Holdings
Israel
$202K +$184K +417 +491%
APC
925
Asset Planning Corporation
Tennessee
$202K +$222K +502 New
35 36
37
38 39