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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$567K +$86.4K +1,200 +17%
SDWMA
152
Schneider Downs Wealth Management Advisors
Pennsylvania
$564K
WAG
153
Wallace Advisory Group
California
$543K -$5.12K -71 -0.9%
FAIM
154
Financial Advocates Investment Management
Washington
$542K +$151K +2,099 +33%
GWM
155
GSB Wealth Management
Connecticut
$537K
BPA
156
Beacon Pointe Advisors
California
$529K +$360 +5 +0.1%
PP
157
Prudential plc
United Kingdom
$523K -$369K -5,120 -40%
CCM
158
Condor Capital Management
New Jersey
$522K +$51.2K +711 +10%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$517K +$107K +1,480 +25%
Cerity Partners
160
Cerity Partners
New York
$514K -$43.8K -608 -8%
IWA
161
Inspirion Wealth Advisors
Illinois
$514K +$2.16K +30 +0.4%
KAS
162
KPP Advisory Services
Kentucky
$509K +$531K +7,369 New
NECFA
163
New England Capital Financial Advisors
Connecticut
$507K +$40.9K +568 +8%
MAM
164
Mystic Asset Management
Rhode Island
$496K +$108K +1,500 +26%
CAG
165
Csenge Advisory Group
Florida
$495K -$10.9K -151 -2%
VFIC
166
Valley Forge Investment Consultants
Pennsylvania
$494K
RWB
167
RMR Wealth Builders
New Jersey
$491K +$512K +7,103 New
LJAC
168
L.J. Altfest & Co
New York
$489K -$115K -1,595 -18%
CA
169
Cetera Advisors
Colorado
$476K -$1.08K -15 -0.2%
DWM
170
Denver Wealth Management
Colorado
$472K +$77.4K +1,075 +19%
AWAU
171
Alliance Wealth Advisors (Utah)
Utah
$464K +$35.5K +493 +8%
CL
172
Choreo LLC
Illinois
$452K +$5.83K +81 +1%
LA
173
LexAurum Advisors
Kansas
$450K +$65.4K +908 +16%
EWA
174
EP Wealth Advisors
California
$448K +$33K +458 +8%
FW
175
FirstPurpose Wealth
Utah
$444K +$9.72K +135 +2%