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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1001
Wilkins Investment Counsel
Massachusetts
$370K +$381K +650 New
MPW
1002
Monterey Private Wealth
California
$370K – – –
BTW
1003
Boston Trust Walden
Massachusetts
$367K – – –
IFWM
1004
Institute for Wealth Management
Colorado
$365K -$234K -400 -38%
AGM
1005
Alpine Global Management
New York
$364K +$375K +639 New
LA
1006
Lane & Associates
New Jersey
$362K +$131K +223 +57%
ACA
1007
Anchor Capital Advisors
Massachusetts
$362K – – –
SWA
1008
Sax Wealth Advisors
New Jersey
$362K – – –
MAM
1009
Milestone Asset Management
Pennsylvania
$361K -$858K -1,464 -70%
VWA
1010
Visionary Wealth Advisors
Illinois
$361K +$25.8K +44 +7%
CWA
1011
CM Wealth Advisors
Ohio
$360K – – –
XPN
1012
XY Planning Network
Montana
$359K +$370K +631 New
ZIM
1013
Zacks Investment Management
Illinois
$358K +$11.1K +19 +3%
CFS
1014
CRA Financial Services
New Jersey
$355K – – –
CFD
1015
Creative Financial Designs
Indiana
$354K +$68.6K +117 +23%
RAM
1016
Riggs Asset Management
Pennsylvania
$354K – – –
PFA
1017
Pure Financial Advisors
California
$353K +$15.8K +27 +5%
OC
1018
Optima Capital
Oregon
$353K +$362K +617 New
ICP
1019
Impact Capital Partners
Colorado
$353K +$363K +619 New
PA
1020
Parallel Advisors
California
$350K +$29.3K +50 +9%
CA
1021
Cortland Associates
Missouri
$350K – – –
PS
1022
Principal Securities
Iowa
$349K +$25.2K +43 +8%
S
1023
SignatureFD
Georgia
$348K -$5.28K -9 -1%
SI
1024
Shaker Investments
Ohio
$346K +$1.17K +2 +0.3%
RRCM
1025
Rappaport Reiches Capital Management
Illinois
$344K – – –
39 40
41
42 43