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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1151
Breakwater Investment Management
Washington
$216K – – –
SWM
1152
SeaCrest Wealth Management
New York
$216K – – –
CWS
1153
Confluence Wealth Services
Pennsylvania
$215K – – –
OCPWS
1154
One Charles Private Wealth Services
Massachusetts
$215K – – –
FFG
1155
Fortem Financial Group
California
$214K – – –
VCM
1156
Vivaldi Capital Management
Illinois
$214K +$207K +376 New
NFG
1157
Nations Financial Group
Iowa
$213K +$205K +373 New
KP
1158
Keel Point
Alabama
$213K – – –
NIM
1159
Northeast Investment Management
Massachusetts
$212K +$205K +372 New
LDB
1160
Lee, Danner & Bass
Tennessee
$210K +$203K +369 New
JC
1161
Jacobs & Co
California
$210K +$204K +370 New
YIA
1162
YHB Investment Advisors
Connecticut
$210K +$203K +368 New
ADL
1163
Asset Dedication LLC
California
$209K – – –
GWM
1164
Geneos Wealth Management
Colorado
$209K -$24.8K -45 -11%
LTL
1165
Lowery Thomas LLC
California
$207K +$201K +364 New
CCA
1166
Cora Capital Advisors
New Jersey
$207K +$200K +363 New
UF
1167
Univest Financial
Pennsylvania
$206K +$199K +361 New
LK
1168
Lumbard & Kellner
New Hampshire
$205K +$198K +360 New
WCM
1169
Wealthcare Capital Management
Virginia
$205K +$198K +359 New
AMIM
1170
Aull & Monroe Investment Management
Alabama
$204K -$26.4K -48 -12%
BSB
1171
Bangor Savings Bank
Maine
$204K – – –
GWM
1172
Graybill Wealth Management
Illinois
$203K +$196K +356 New
HIA
1173
Harbor Investment Advisory
Maryland
$202K – – –
ACM
1174
American Capital Management
New York
$201K +$194K +353 New
BC
1175
Blackhill Capital
New Jersey
$200K – – –
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48 49