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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1176
One Charles Private Wealth Services
Massachusetts
$225K – – –
VAS
1177
Vestmark Advisory Solutions
Massachusetts
$225K +$221K +377 New
GWAG
1178
Garrett Wealth Advisory Group
Texas
$222K – – –
AP
1179
Atwood & Palmer
Missouri
$222K – – –
NIM
1180
Northeast Investment Management
Massachusetts
$222K – – –
SFO
1181
Stokes Family Office
Louisiana
$222K – – –
PP
1182
Patten & Patten
Tennessee
$221K – – –
JC
1183
Jacobs & Co
California
$220K – – –
WCM
1184
Windsor Capital Management
Arizona
$220K -$14.7K -25 -6%
YIA
1185
YHB Investment Advisors
Connecticut
$219K -$5.87K -10 -3%
BPAMU
1186
BTG Pactual Asset Management US
New York
$219K – – –
PAMG
1187
Patton Albertson Miller Group
Tennessee
$218K -$160K -273 -43%
PWP
1188
Pursue Wealth Partners
California
$218K -$20.5K -35 -9%
MAS
1189
Madden Advisory Services
Florida
$217K -$56.3K -96 -21%
MAM
1190
Mystic Asset Management
Rhode Island
$217K – – –
EE
1191
EWG Elevate
California
$216K +$213K +363 New
TWM
1192
Tradition Wealth Management
Minnesota
$215K -$58.7K -100 -22%
LK
1193
Lumbard & Kellner
New Hampshire
$215K – – –
SI
1194
Stonekeep Investments
New Mexico
$214K – – –
CIM
1195
Contravisory Investment Management
Massachusetts
$214K -$21.1K -36 -9%
VCM
1196
Virtue Capital Management
Tennessee
$213K +$337K +575 New
HIA
1197
Harbor Investment Advisory
Maryland
$212K – – –
ACM
1198
American Capital Management
New York
$210K +$207K +353 New
KFA
1199
Kapstone Financial Advisors
Ohio
$210K +$207K +352 New
BC
1200
Blackhill Capital
New Jersey
$209K – – –
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