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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1301
Smallwood Wealth Investment Management
New Jersey
$53.6K – – –
SAM
1302
Smartleaf Asset Management
Massachusetts
$53K +$587 +1 +1%
GF
1303
GGM Financials
Ohio
$52.6K +$51.7K +88 New
ICM
1304
Islay Capital Management
Texas
$52.5K – – –
PCTC
1305
Perkins Coie Trust Company
Washington
$50.7K – – –
TWM
1306
Tripletail Wealth Management
Florida
$49.4K +$48.1K +82 New
BG
1307
Bollard Group
Massachusetts
$48K – – –
WAS
1308
Winch Advisory Services
Wisconsin
$47.1K – – –
RWM
1309
RMG Wealth Management
Wisconsin
$46.4K – – –
CBT
1310
CoreFirst Bank & Trust
Kansas
$41.7K – – –
MAS
1311
MPWM Advisory Solutions
Georgia
$41.7K – – –
DJSG
1312
D.J. St. Germain
Massachusetts
$41.7K +$41.1K +70 New
CCM
1313
Cloud Capital Management
Washington
$41K +$40.5K +69 New
Q1WB
1314
Quest 10 Wealth Builders
Virginia
$38.1K -$21.1K -36 -36%
BLC
1315
Brown, Lisle/Cummings
Rhode Island
$37.5K +$19.4K +33 +110%
TIM
1316
Thompson Investment Management
Wisconsin
$35.8K – – –
PSB
1317
Piscataqua Savings Bank
New Hampshire
$33.4K – – –
AWM
1318
Activest Wealth Management
Florida
$32.4K +$17.6K +30 +125%
EA
1319
Evolution Advisers
Virginia
$32K – – –
BDPWM
1320
Barnes Dennig Private Wealth Management
Ohio
$30.4K – – –
CIAS
1321
CBIZ Investment Advisory Services
Ohio
$30K – – –
AF
1322
Aviso Financial
Ontario, Canada
$29.8K – – –
CTA
1323
Colonial Trust Advisors
South Carolina
$29.8K – – –
PWA
1324
Physician Wealth Advisors
Utah
$29.8K – – –
WBC
1325
West Branch Capital
Massachusetts
$29.8K – – –
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