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

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
226
Harbour Investments
Wisconsin
$397K -$3.33K -37 -0.8%
CL
227
Choreo LLC
Illinois
$393K – – –
WI
228
WrapManager Inc
California
$384K -$232K -2,581 -38%
MWM
229
Maltin Wealth Management
New Jersey
$379K +$629 +7 +0.2%
SPC
230
Sigma Planning Corp
Michigan
$378K -$19.3K -215 -5%
WFA
231
Wellspring Financial Advisors
Ohio
$377K – – –
CIA
232
Concurrent Investment Advisors
Florida
$354K +$347K +3,862 New
TVM
233
True Vision MN
Minnesota
$352K +$270 +3 +0.1%
AFP
234
Ausdal Financial Partners
Iowa
$351K +$344K +3,829 New
RFP
235
Root Financial Partners
California
$349K – – –
CPL
236
CAP Partners LLC
Tennessee
$346K -$13.5K -150 -4%
TCMP
237
Thrive Capital Management (Pennsylvania)
Pennsylvania
$342K -$26.2K -291 -7%
CW
238
CreativeOne Wealth
Kansas
$339K +$333K +3,704 New
FTS
239
Fifth Third Securities
Ohio
$339K +$3.06K +34 +0.9%
PFA
240
Pinnacle Family Advisors
Missouri
$336K -$2.7M -30,065 -89%
CCFM
241
Clear Creek Financial Management
Washington
$335K +$22K +245 +7%
KW
242
KWB Wealth
California
$335K -$13.3M -147,927 -97%
IF
243
Intrua Financial
Texas
$333K +$327K +3,636 New
HWM
244
HB Wealth Management
Georgia
$325K -$4.58K -51 -1%
TRIA
245
Trail Ridge Investment Advisors
Colorado
$321K -$1.53K -17 -0.5%
RPGK
246
Retirement Planning Group (Kansas)
Kansas
$319K – – –
MHWM
247
Montz Harcus Wealth Management
Louisiana
$318K +$539 +6 +0.2%
OBWG
248
Onyx Bridge Wealth Group
New York
$313K -$4.5K -50 -1%
BC
249
Burney Company
Virginia
$309K +$303K +3,370 New
BCWM
250
Bartlett & Co Wealth Management
Ohio
$307K – – –
8 9
10
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