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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
151
Schneider Downs Wealth Management Advisors
Pennsylvania
$618K
EFS
152
Essex Financial Services
Connecticut
$613K -$53.5K -762 -9%
Cerity Partners
153
Cerity Partners
New York
$593K +$27.8K +397 +5%
CAG
154
Csenge Advisory Group
Florida
$588K +$43.8K +624 +9%
GWM
155
GSB Wealth Management
Connecticut
$588K
WH
156
Willner & Heller
California
$587K +$544K +7,760 New
NECFA
157
New England Capital Financial Advisors
Connecticut
$581K +$24.6K +350 +5%
BPA
158
Beacon Pointe Advisors
California
$579K +$281 +4 +0.1%
IA
159
IFP Advisors
Florida
$576K -$48.4K -690 -8%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$575K +$129K +1,836 +32%
CCM
161
Condor Capital Management
New Jersey
$571K -$140 -2 -0%
BTWM
162
Baker Tilly Wealth Management
Wisconsin
$564K +$188K +2,674 +56%
IWA
163
Inspirion Wealth Advisors
Illinois
$559K
CA
164
Cetera Advisors
Colorado
$556K +$32.5K +464 +7%
ACM
165
AlphaStar Capital Management
North Carolina
$550K +$155K +2,211 +44%
MAM
166
Mystic Asset Management
Rhode Island
$543K
VFIC
167
Valley Forge Investment Consultants
Pennsylvania
$541K
LJAC
168
L.J. Altfest & Co
New York
$536K +$772 +11 +0.2%
DWM
169
Denver Wealth Management
Colorado
$533K +$15.9K +227 +3%
AF
170
Allworth Financial
California
$530K -$89.3K -1,273 -15%
WAG
171
Wallace Advisory Group
California
$524K +$351 +5 +0.1%
NFA
172
Northwest Financial Advisors
Virginia
$522K +$483K +6,892 New
FW
173
FirstPurpose Wealth
Utah
$512K +$24.5K +349 +5%
FAIM
174
Financial Advocates Investment Management
Washington
$510K -$114K -1,625 -19%
AWAU
175
Alliance Wealth Advisors (Utah)
Utah
$504K -$3.72K -53 -0.8%