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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
301
Integrated Advisors Network
Texas
$245K -$85.5K -807 -27%
BC
302
Burney Company
Virginia
$244K -$4.45K -42 -2%
ST
303
Somerset Trust
Pennsylvania
$243K -$7.1K -67 -3%
MAG
304
M3 Advisory Group
Massachusetts
$242K +$4.34K +41 +2%
ACM
305
Advance Capital Management
Michigan
$240K +$318 +3 +0.1%
CWMGP
306
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$238K – – –
LKWM
307
Lee-Kelleher Wealth Management
Maryland
$234K – – –
FPCG
308
Forum Private Client Group
Indiana
$230K +$217K +2,052 New
RIS
309
Retirement Income Solutions
Michigan
$225K – – –
GC
310
Grimes & Company
Massachusetts
$224K +$212K +2,000 New
HNB
311
Huntington National Bank
Ohio
$224K – – –
DWM
312
Diversify Wealth Management
Utah
$223K -$23.6K -223 -10%
DAS
313
Diversify Advisory Services
Utah
$223K +$218K +2,058 New
FC
314
FCA Corp
Texas
$223K +$211K +1,989 New
Baird Financial Group
315
Baird Financial Group
Wisconsin
$222K -$80.3K -758 -28%
4A
316
4Wealth Advisors
Illinois
$222K +$212K +2,002 New
PFPG
317
Pinnacle Financial Partners (Georgia)
Georgia
$220K +$208K +1,959 New
BCA
318
Bay Colony Advisors
Massachusetts
$214K +$203K +1,912 New
KFP
319
Kroeger Financial Partners
California
$214K +$202K +1,905 New
HW
320
HORAN Wealth
Ohio
$213K +$201K +1,898 New
PCIA
321
Prime Capital Investment Advisors
Kansas
$212K -$43.5K -410 -18%
CFA
322
Cahill Financial Advisors
Minnesota
$211K +$200K +1,885 New
AFP
323
Ausdal Financial Partners
Iowa
$210K +$198K +1,872 New
FWM
324
Fingerlakes Wealth Management
New York
$209K +$198K +1,869 New
AF
325
Allworth Financial
California
$209K -$327K -3,089 -62%