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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$352K +$29.9K +375 +10%
NA
227
NewEdge Advisors
Louisiana
$350K +$200K +2,508 +167%
CPRC
228
Consolidated Portfolio Review Corp
New York
$344K -$558 -7 -0.2%
PI
229
PFG Investments
New York
$344K +$315K +3,947 New
CL
230
Choreo LLC
Illinois
$341K
IP
231
Ignite Planners
California
$334K -$15.9K -200 -5%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$330K
TVM
233
True Vision MN
Minnesota
$322K -$638 -8 -0.2%
AWM
234
Aviso Wealth Management
Washington
$322K -$2.23K -28 -0.8%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$322K +$9.25K +116 +3%
MIS
236
Morningstar Investment Services
Illinois
$321K +$294K +3,683 New
RPGK
237
Retirement Planning Group (Kansas)
Kansas
$319K +$10.1K +127 +4%
AAS
238
Ameritas Advisory Services
Nebraska
$318K -$179K -2,249 -38%
HWM
239
HB Wealth Management
Georgia
$314K -$2.95K -37 -1%
BFG
240
Bleakley Financial Group
New Jersey
$312K +$19.6K +246 +7%
SW
241
Simplicity Wealth
New Jersey
$312K +$285K +3,578 New
TRIA
242
Trail Ridge Investment Advisors
Colorado
$311K -$3.03K -38 -1%
RIS
243
Retirement Income Solutions
Michigan
$308K -$12.9K -162 -4%
CA
244
Centerpoint Advisors
Massachusetts
$304K
MFWP
245
Mosaic Family Wealth Partners
Missouri
$300K +$30.4K +382 +12%
HI
246
Harbour Investments
Wisconsin
$300K +$34K +426 +14%
IWA
247
IVC Wealth Advisors
Pennsylvania
$295K
IA
248
IFG Advisors
Missouri
$286K -$6.14K -77 -2%
RJA
249
Raymond James & Associates
Florida
$281K +$35.8K +449 +16%
SOS
250
Silver Oak Securities
Tennessee
$279K -$143K -1,791 -36%