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

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
251
Sigma Planning Corp
Michigan
$449K +$17.3K +163 +4%
VWA
252
Visionary Wealth Advisors
Illinois
$438K -$168K -1,587 -29%
CW
253
CreativeOne Wealth
Kansas
$436K -$4.77K -45 -1%
RFP
254
Root Financial Partners
California
$431K +$212 +2 +0.1%
IF
255
Intrua Financial
Texas
$419K +$9.33K +88 +2%
CPC
256
Cadia Private Client
New Jersey
$412K – – –
PFA
257
Pinnacle Family Advisors
Missouri
$402K +$61.3K +578 +19%
CPL
258
CAP Partners LLC
Tennessee
$394K -$954 -9 -0.3%
FIM
259
Freedom Investment Management
Connecticut
$394K -$235K -2,220 -39%
MHWM
260
Montz Harcus Wealth Management
Louisiana
$392K +$530 +5 +0.1%
TAM
261
Tucker Asset Management
Colorado
$391K +$174K +1,642 +89%
RA
262
RFG Advisory
Alabama
$385K -$339K -3,194 -48%
EFG
263
Everhart Financial Group
Ohio
$382K -$318 -3 -0.1%
WFA
264
Wellspring Financial Advisors
Ohio
$379K -$58.4K -551 -14%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$377K – – –
FF
266
Friday Financial
Iowa
$372K +$363K +3,428 New
MP
267
Moment Partners
California
$370K – – –
KW
268
KWB Wealth
California
$366K -$14.7K -139 -4%
TRIA
269
Trail Ridge Investment Advisors
Colorado
$363K -$17.8K -168 -5%
FTUS
270
Flow Traders U.S.
New York
$363K -$160K -1,506 -32%
KMWM
271
Keudell/Morrison Wealth Management
Oregon
$355K – – –
OBWG
272
Onyx Bridge Wealth Group
New York
$345K -$12.6K -119 -4%
GA
273
Goldstein Advisors
Wisconsin
$343K – – –
ONB
274
Old National Bancorp
Indiana
$336K – – –
DCM
275
Delta Capital Management
New Jersey
$336K – – –
9 10
11
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