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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
951
Janiczek Wealth Management
Colorado
$120K – – –
CL
952
COWA LLC
Oklahoma
$118K +$128K +290 New
BTI
953
Blue Trust Inc
Georgia
$115K -$22.5K -51 -16%
TFP
954
Tilia Fiduciary Partners
North Carolina
$113K +$442 +1 +0.4%
CIM
955
Contravisory Investment Management
Massachusetts
$108K +$2.21K +5 +2%
SIC
956
SJS Investment Consulting
Ohio
$105K +$116K +262 New
JGIA
957
Jackson Grant Investment Advisers
Connecticut
$104K – – –
EWM
958
Evermay Wealth Management
Virginia
$101K – – –
ACM
959
AUA Capital Management
Pennsylvania
$100K – – –
BBPWM
960
Blue Bell Private Wealth Management
Pennsylvania
$100K – – –
ADL
961
Asset Dedication LLC
California
$95K – – –
S
962
SignatureFD
Georgia
$95K – – –
MMG
963
Monetary Management Group
Missouri
$92K – – –
AWM
964
Activest Wealth Management
Florida
$90K +$88.3K +200 +833%
WIM
965
Westside Investment Management
California
$88.5K – – –
TIM
966
Tortoise Investment Management
New York
$88K – – –
BCMLT
967
Beacon Capital Management LLC (Tennessee)
Tennessee
$87K – – –
TF
968
TimeScale Financial
Massachusetts
$85K – – –
CFGS
969
Concourse Financial Group Securities
Alabama
$84K +$5.3K +12 +6%
BCV
970
Banque Cantonale Vaudoise
Switzerland
$80K – – –
FMB
971
Field & Main Bank
Kentucky
$80K – – –
GCM
972
Gables Capital Management
Florida
$80K – – –
PPWM
973
PFG Private Wealth Management
Florida
$80K – – –
WTA
974
Washington Trust Advisors
Massachusetts
$80K – – –
CT
975
Clearstead Trust
Maine
$77K +$84.8K +192 New
37 38
39
40 41