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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
176
Tennessee Valley Asset Management Partners
Tennessee
$260K +$1.92K +26 +0.7%
BTWM
177
Baker Tilly Wealth Management
Wisconsin
$259K -$787K -10,641 -75%
IWC
178
Integrated Wealth Concepts
Massachusetts
$257K +$5.92K +80 +2%
CTFG
179
Capstone Triton Financial Group
Oklahoma
$254K -$10.9K -148 -4%
RPCONE
180
Retirement Planning Company of New England
Rhode Island
$254K +$5.03K +68 +2%
BWFA
181
Baltimore-Washington Financial Advisors
Maryland
$243K +$19.5K +263 +9%
GVAG
182
Great Valley Advisor Group
Delaware
$238K
FFA
183
Freedman Financial Associates
Massachusetts
$235K
WAM
184
Weinberger Asset Management
California
$233K -$10.3K -139 -4%
PPP
185
Private Portfolio Partners
New Jersey
$233K +$232K +3,140 New
HSBC Holdings
186
HSBC Holdings
United Kingdom
$231K +$10.7K +145 +5%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$231K +$16.5K +223 +8%
CWM
188
Cabot Wealth Management
Massachusetts
$230K +$229K +3,095 New
CG
189
Colony Group
Massachusetts
$228K
AAS
190
Ameritas Advisory Services
Nebraska
$226K -$13.9K -188 -6%
PMG
191
ProVise Management Group
Florida
$226K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$225K
FIM
193
Fernwood Investment Management
Massachusetts
$223K
BWM
194
BerganKDV Wealth Management
Minnesota
$219K -$25.9K -350 -11%
PGAM
195
Princeton Global Asset Management
New Jersey
$215K -$104K -1,400 -33%
BA
196
Bristlecone Advisors
Washington
$215K
HCWM
197
Harrison & Co Wealth Management
Virginia
$215K +$25.1K +339 +13%
IAIM
198
International Assets Investment Management
Florida
$214K -$2K -27 -0.9%
CHA
199
Carmichael Hill & Associates
Maryland
$213K
BF
200
BOK Financial
Oklahoma
$207K +$13.3K +180 +7%