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State Street SPDR S&P MIDCAP 400 ETF Trust
MDY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
151
Segment Wealth Management
Texas
$10.9M +$359K +979 +3%
SMM
152
Stadion Money Management
Georgia
$10.9M +$652K +1,780 +6%
FWM
153
Frontier Wealth Management
Missouri
$10.4M -$988K -2,699 -9%
NB
154
NBT Bank
New York
$10.3M -$237K -646 -2%
CA
155
Cumberland Advisors
Florida
$10.2M +$2.13M +5,805 +26%
MBTD
156
Mechanics Bank - Trust Department
California
$10.1M -$211K -576 -2%
HCC
157
Hirtle Callaghan & Co
Pennsylvania
$9.96M – – –
CRA
158
Circle Road Advisors
New York
$9.9M -$1.5M -4,108 -13%
ICM
159
Ionic Capital Management
New York
$9.73M -$208K -569 -2%
CCT
160
Country Club Trust
Missouri
$9.49M -$203K -553 -2%
EWM
161
Evercore Wealth Management
New York
$9.33M +$689K +1,880 +8%
WAAG
162
Wealth Alliance Advisory Group
Kansas
$9.24M +$276K +754 +3%
HCM
163
Howard Capital Management
Georgia
$9.11M +$2.74M +7,475 +43%
CTA
164
Chesley Taft & Associates
Illinois
$8.88M +$137K +375 +2%
LFS
165
Lutz Financial Services
Nebraska
$8.64M +$3.25M +8,864 +60%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$8.56M -$11.1M -30,300 -57%
SS
167
Simplicity Solutions
Minnesota
$8.53M +$3.03M +8,276 +55%
NEAM
168
New England Asset Management
Connecticut
$8.45M +$19.8K +54 +0.2%
JA
169
JVL Associates
Michigan
$8.4M – – –
RIG
170
Renaissance Investment Group
Massachusetts
$8.22M -$351K -958 -4%
TC
171
Telemus Capital
Michigan
$8.07M +$157K +428 +2%
FCBT
172
First Citizens Bank & Trust
North Carolina
$7.95M +$1.01M +2,750 +15%
PCFFS
173
Pacific Center for Financial Services
California
$7.81M +$20.5K +56 +0.3%
BBHC
174
Brown Brothers Harriman & Co
New York
$7.77M +$513K +1,400 +7%
CB
175
Commerce Bank
Missouri
$7.76M -$62.3K -170 -0.8%
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