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

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$18M +$2.39M +34,001 +17%
CF
27
Convergence Financial
Missouri
$17.1M -$427K -6,091 -3%
JFA
28
JNBA Financial Advisors
Minnesota
$15.2M +$631K +8,999 +5%
RA
29
Rodgers & Associates
Pennsylvania
$14.6M +$694K +9,900 +5%
TIAA Trust, National Association
30
TIAA Trust, National Association
North Carolina
$13.9M +$728K +10,385 +6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$13.6M +$2.23M +31,754 +21%
KW
32
KWB Wealth
California
$13.4M +$3.31M +47,136 +36%
SFM
33
Signet Financial Management
New Jersey
$12.7M -$30.3K -432 -0.3%
SWM
34
Shakespeare Wealth Management
Wisconsin
$11.9M +$265K +3,779 +2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$10M +$242K +3,444 +3%
WWA
36
WCG Wealth Advisors
Nevada
$9.91M -$1.59M -22,599 -15%
Truist Financial
37
Truist Financial
North Carolina
$9.86M +$116K +1,656 +1%
Mariner
38
Mariner
Kansas
$9.7M -$167K -2,387 -2%
E
39
ETFidea
New York
$9.6M +$302K +4,300 +4%
Bank of America
40
Bank of America
North Carolina
$9.17M +$915K +13,040 +12%
EFL
41
ERn Financial LLC
Wisconsin
$7.18M +$1.56M +22,303 +30%
SWM
42
SFG Wealth Management
Maryland
$7.18M +$606K +8,642 +10%
PWMG
43
Prestige Wealth Management Group
New Jersey
$6.98M -$56K -799 -0.9%
DI
44
Diligent Investors
California
$6.5M -$446K -6,362 -7%
UBS Group
45
UBS Group
Switzerland
$6.15M +$1.22M +17,370 +27%
SPWG
46
Syntegra Private Wealth Group
Missouri
$5.93M -$979K -13,951 -15%
PIA
47
Perennial Investment Advisors
California
$5.93M +$862K +12,293 +19%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$5.63M +$5.22M +74,358 New
MBI
49
May Barnhard Investments
Maryland
$5.52M +$5.12M +72,970 New
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$5.51M -$289K -4,119 -5%
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