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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1226
Saxony Capital Management
Missouri
$208K -$1.19M -2,036 -85%
LTL
1227
Lowery Thomas LLC
California
$208K +$586 +1 +0.3%
CCA
1228
Cora Capital Advisors
New Jersey
$207K – – –
AWM
1229
Accurate Wealth Management
Florida
$207K +$212K +362 New
FHC
1230
First Heartland Consultants
Missouri
$206K -$82.1K -140 -28%
LK
1231
Lumbard & Kellner
New Hampshire
$205K – – –
WCM
1232
Wealthcare Capital Management
Virginia
$204K – – –
MFG
1233
Magnus Financial Group
New York
$204K +$210K +358 New
AMIM
1234
Aull & Monroe Investment Management
Alabama
$204K – – –
DLCIG
1235
D.L. Carlson Investment Group
New Hampshire
$204K +$210K +358 New
HIA
1236
Harbor Investment Advisory
Maryland
$202K – – –
UF
1237
Univest Financial
Pennsylvania
$201K -$4.1K -7 -2%
ACM
1238
American Capital Management
New York
$201K – – –
SFWC
1239
Strategic Family Wealth Counselors
New Jersey
$200K +$206K +352 New
GIM
1240
Guild Investment Management
California
$200K +$205K +350 New
HBW
1241
Hazlett, Burt & Watson
West Virginia
$200K +$70.9K +121 +53%
BC
1242
Blackhill Capital
New Jersey
$200K – – –
PP
1243
Pingora Partners
Wyoming
$199K – – –
OC
1244
Oarsman Capital
Wisconsin
$194K – – –
EBA
1245
Eagle Bay Advisors
New York
$189K +$195K +332 New
BBPWM
1246
Blue Bell Private Wealth Management
Pennsylvania
$189K – – –
SVCP
1247
Silicon Valley Capital Partners
California
$189K +$586 +1 +0.3%
OA
1248
Operose Advisors
Wisconsin
$187K – – –
WWA
1249
Wingate Wealth Advisors
Massachusetts
$187K +$192K +328 New
MG
1250
Mather Group
Illinois
$187K – – –
48 49
50
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