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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
WealthPlan Investment Management
Nebraska
$457K +$467K +4,767 New
FTUS
227
Flow Traders U.S.
New York
$455K -$588K -6,004 -56%
TVPW
228
Third View Private Wealth
Connecticut
$447K -$62.9K -642 -12%
FPL
229
Fortress Private Ledger
North Carolina
$447K +$457K +4,659 New
TAP
230
Tounjian Advisory Partners
Florida
$443K +$3.33K +34 +0.7%
BFA
231
Bragg Financial Advisors
North Carolina
$439K +$448K +4,575 New
JWS
232
Juncture Wealth Strategies
Arizona
$432K +$207K +2,112 +88%
MWM
233
Maltin Wealth Management
New Jersey
$427K +$30K +306 +7%
VAG
234
VisionPoint Advisory Group
Texas
$427K +$37.1K +379 +9%
AFG
235
Atomi Financial Group
New York
$418K -$196 -2 -0%
CL
236
Choreo LLC
Illinois
$412K
IFPG
237
Intrepid Financial Planning Group
Indiana
$406K +$8.72K +89 +2%
SWA
238
Stratos Wealth Advisors
Ohio
$399K +$15.1K +154 +4%
FTS
239
Fifth Third Securities
Ohio
$388K -$8.43K -86 -2%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$383K -$1.63M -16,619 -81%
APA
241
Astoria Portfolio Advisors
New York
$383K +$1.86K +19 +0.5%
CW
242
CreativeOne Wealth
Kansas
$378K +$10.5K +107 +3%
WFA
243
Wellspring Financial Advisors
Ohio
$377K -$35.7M -363,777 -99%
CIA
244
Concurrent Investment Advisors
Florida
$376K +$2.55K +26 +0.7%
CCFM
245
Clear Creek Financial Management
Washington
$372K +$32.9K +336 +9%
TVM
246
True Vision MN
Minnesota
$370K -$1.67K -17 -0.4%
RFP
247
Root Financial Partners
California
$369K
SPC
248
Sigma Planning Corp
Michigan
$369K +$42.9K +438 +13%
OFS
249
OneAscent Financial Services
Alabama
$357K +$364K +3,715 New
VT
250
Vise Technologies
New York
$355K