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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
226
Argent Trust Co
Tennessee
$535K -$1.63M -15,336 -76%
VAG
227
VisionPoint Advisory Group
Texas
$534K +$33.1K +312 +7%
MWM
228
Modern Wealth Management
Kansas
$531K +$502K +4,736 New
SWM
229
Selby Wealth Management
California
$530K -$10.1K -95 -2%
FPL
230
Fortress Private Ledger
North Carolina
$526K +$3.81K +36 +0.8%
FIA
231
Foundations Investment Advisors
Arizona
$526K -$69.5K -656 -12%
JWS
232
Juncture Wealth Strategies
Arizona
$513K +$7.84K +74 +2%
BFA
233
Bragg Financial Advisors
North Carolina
$513K – – –
RPGK
234
Retirement Planning Group (Kansas)
Kansas
$510K +$134K +1,268 +39%
XT
235
XTX Topco
Cayman Islands
$504K +$247K +2,330 +108%
IFPG
236
Intrepid Financial Planning Group
Indiana
$504K +$28.1K +265 +6%
TVPW
237
Third View Private Wealth
Connecticut
$501K -$20.2K -191 -4%
MWM
238
Maltin Wealth Management
New Jersey
$500K +$636 +6 +0.1%
WIM
239
WealthPlan Investment Management
Nebraska
$499K -$33.1K -312 -7%
AWA
240
Arkadios Wealth Advisors
Georgia
$492K -$80K -755 -15%
APA
241
Astoria Portfolio Advisors
New York
$490K +$73.7K +695 +19%
VT
242
Vise Technologies
New York
$487K +$53K +500 +13%
AFG
243
Atomi Financial Group
New York
$484K -$4.03K -38 -0.9%
CL
244
Choreo LLC
Illinois
$481K – – –
HWM
245
HB Wealth Management
Georgia
$477K +$75.2K +710 +20%
SWA
246
Stratos Wealth Advisors
Ohio
$467K +$318 +3 +0.1%
FTS
247
Fifth Third Securities
Ohio
$466K +$11.9K +112 +3%
CCFM
248
Clear Creek Financial Management
Washington
$461K +$25.1K +237 +6%
OFS
249
OneAscent Financial Services
Alabama
$450K +$32.1K +303 +8%
SPC
250
Sigma Planning Corp
Michigan
$449K +$17.3K +163 +4%
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