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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Echo Wealth Management
Minnesota
$208K -$34.9K -79 -15%
SHFP
1002
Second Half Financial Partners
Florida
$208K +$190K +430 New
RA
1003
Rodgers & Associates
Pennsylvania
$208K +$208K +470 New
PI
1004
Pachira Investments
California
$208K -$15K -34 -7%
LSC
1005
Lesa Sroufe & Co
Washington
$208K +$208K +470 New
AG
1006
Ascent Group
Virginia
$208K -$38.9K -88 -16%
TP
1007
Tranquility Partners
Tennessee
$208K +$207K +469 New
LSA
1008
L & S Advisors
California
$207K +$207K +467 New
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$206K +$206K +466 New
GC
1010
Garde Capital
Washington
$205K – – –
AIM
1011
Aspen Investment Management
Michigan
$205K +$205K +463 New
HIA
1012
Harbor Investment Advisory
Maryland
$204K – – –
CWM
1013
Concentric Wealth Management
California
$204K +$203K +460 New
IAS
1014
Investment Advisory Services
Texas
$204K +$203K +460 New
WA
1015
Wambolt & Associates
Colorado
$204K +$203K +460 New
LNB
1016
Ledyard National Bank
$203K +$203K +459 New
HT
1017
Heritage Trust
Oklahoma
$202K +$202K +457 New
SWM
1018
Soundmark Wealth Management
Washington
$202K +$202K +457 New
BSB
1019
Bangor Savings Bank
Maine
$202K – – –
WDL
1020
Well Done LLC
Michigan
$200K +$221K +500 New
LWANC
1021
Laurel Wealth Advisors (North Carolina)
North Carolina
$199K +$442 +1 +0.2%
CAM
1022
CenterStar Asset Management
Illinois
$199K – – –
RA
1023
Rise Advisors
New York
$198K +$5.31K +12 +3%
BWM
1024
BerganKDV Wealth Management
Minnesota
$197K – – –
OIM
1025
Oder Investment Management
California
$196K +$196K +443 New
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