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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MidAtlantic Capital Management
Virginia
$208K +$197K +1,859 New
PIA
327
Perennial Investment Advisors
California
$207K +$196K +1,846 New
DWM
328
Drive Wealth Management
Utah
$206K +$195K +1,839 New
NAS
329
NWF Advisory Services
California
$206K +$195K +1,838 New
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$204K – – –
CIA
331
Choate Investment Advisors
Massachusetts
$204K +$193K +1,818 New
PTC
332
Private Trust Company
Ohio
$202K -$2.33K -22 -1%
AWM
333
Aviso Wealth Management
Washington
$201K +$190K +1,796 New
TIAA Trust, National Association
334
TIAA Trust, National Association
North Carolina
$201K -$37.5K -354 -16%
UFAC
335
Urban Financial Advisory Corp
Illinois
$193K -$16.3K -154 -8%
SAM
336
Smartleaf Asset Management
Massachusetts
$188K – – –
MA
337
MCF Advisors
Kentucky
$176K +$137K +1,292 +472%
IA
338
IFG Advisory
Georgia
$163K +$154K +1,450 New
DFA
339
DHJJ Financial Advisors
Illinois
$148K +$2.75K +26 +2%
QC
340
Quent Capital
New York
$147K – – –
WETS
341
Wealth Enhancement Trust Services
South Dakota
$125K +$11.8K +111 +11%
BW
342
Basepoint Wealth
Iowa
$125K – – –
BA
343
Ballast Advisors
Minnesota
$119K – – –
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$117K -$34.4K -325 -24%
CA
345
CoreCap Advisors
Michigan
$91.9K – – –
SPIA
346
Steward Partners Investment Advisory
New York
$89.7K +$2.23K +21 +3%
PMFA
347
Plante Moran Financial Advisors
Michigan
$88.2K +$23.1K +218 +38%
TCWA
348
Turtle Creek Wealth Advisors
Texas
$85.4K – – –
MI
349
Markowski Investments
Florida
$85.2K +$80.5K +760 New
CFSG
350
Community Financial Services Group
Vermont
$83.7K +$80.1K +756 New