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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Synovus Financial
Georgia
$388K +$377K +4,416 New
SIAG
227
Safeguard Investment Advisory Group
California
$386K +$375K +4,393 New
WFA
228
Wellspring Financial Advisors
Ohio
$383K
NA
229
NewEdge Advisors
Louisiana
$361K -$39K -457 -10%
RFP
230
Root Financial Partners
California
$357K +$347K +4,065 New
DWM
231
Drive Wealth Management
Utah
$355K -$519K -6,083 -60%
GLA
232
Good Life Advisors
Pennsylvania
$348K
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$346K +$128K +1,500 +62%
CL
234
Choreo LLC
Illinois
$341K
TVM
235
True Vision MN
Minnesota
$341K +$256 +3 +0.1%
SPC
236
Sigma Planning Corp
Michigan
$340K -$11.3K -132 -3%
HI
237
Harbour Investments
Wisconsin
$338K +$25.4K +297 +8%
BCWM
238
Bartlett & Co Wealth Management
Ohio
$334K +$16.7K +196 +5%
WAG
239
Wallace Advisory Group
California
$321K
HWM
240
HB Wealth Management
Georgia
$316K
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$315K -$15.8K -185 -5%
BFG
242
Bleakley Financial Group
New Jersey
$314K
FFL
243
Financial Freedom LLC
Ohio
$311K +$19.9K +233 +7%
RPGK
244
Retirement Planning Group (Kansas)
Kansas
$311K
MWA
245
Motive Wealth Advisors
Michigan
$309K
IWA
246
IVC Wealth Advisors
Pennsylvania
$287K -$1.02K -12 -0.4%
PCIA
247
Prime Capital Investment Advisors
Kansas
$285K -$124K -1,456 -31%
Bank of New York Mellon
248
Bank of New York Mellon
New York
$283K +$276K +3,229 New
CA
249
Centerpoint Advisors
Massachusetts
$283K -$9.82K -115 -3%
FPW
250
Flagship Private Wealth
Massachusetts
$276K +$269K +3,151 New