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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
GSB Wealth Management
Connecticut
$527K -$543K -8,250 -51%
LJAC
152
L.J. Altfest & Co
New York
$524K -$29.4K -447 -5%
GJIC
153
Gamble Jones Investment Counsel
California
$521K -$30.1K -457 -5%
BPA
154
Beacon Pointe Advisors
California
$506K +$7.83K +119 +2%
WH
155
Willner & Heller
California
$500K +$26.4K +402 +6%
WAG
156
Wallace Advisory Group
California
$498K +$501K +7,619 New
CA
157
Cetera Advisors
Colorado
$488K -$2.24M -34,078 -82%
CCM
158
Condor Capital Management
New Jersey
$485K -$48.6K -739 -9%
MAM
159
Mystic Asset Management
Rhode Island
$468K -$11.8K -180 -2%
VFIC
160
Valley Forge Investment Consultants
Pennsylvania
$467K
CCFM
161
Clear Creek Financial Management
Washington
$466K +$132 +2 +0%
HSA
162
HBK Sorce Advisory
Pennsylvania
$462K -$26.1K -397 -5%
EWA
163
EP Wealth Advisors
California
$460K +$463K +7,036 New
SWA
164
Stratos Wealth Advisors
Ohio
$458K -$15.5K -236 -3%
OPS
165
Orion Portfolio Solutions
Nebraska
$443K +$446K +6,781 New
NECFA
166
New England Capital Financial Advisors
Connecticut
$436K +$423K +6,434 New
OBWG
167
Onyx Bridge Wealth Group
New York
$428K +$425K +6,463 New
WFA
168
Wellspring Financial Advisors
Ohio
$414K +$66 +1 +0%
JWBC
169
John W. Brooker & Co
California
$401K +$102K +1,556 +34%
SIC
170
Salem Investment Counselors
North Carolina
$392K
Jones Financial Companies
171
Jones Financial Companies
Missouri
$391K +$111K +1,694 +40%
AWAU
172
Alliance Wealth Advisors (Utah)
Utah
$387K +$389K +5,918 New
RFA
173
RTD Financial Advisors
Pennsylvania
$384K
FWM
174
Foresight Wealth Management
Utah
$379K -$3.27M -49,647 -90%
BTWM
175
Baker Tilly Wealth Management
Wisconsin
$379K +$36.4K +554 +11%