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

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
176
Willner & Heller
California
$685K -$24.8K -270 -4%
FFA
177
Farther Finance Advisors
California
$667K -$24.1K -262 -4%
FFN
178
Focus Financial Network
Minnesota
$663K -$40K -435 -6%
IWA
179
Inspirion Wealth Advisors
Illinois
$663K -$43.1K -469 -6%
NWAG
180
Net Worth Advisory Group
Utah
$652K +$648K +7,055 New
ACM
181
Advisors Capital Management
New Jersey
$651K +$21.1K +230 +3%
MAM
182
Mystic Asset Management
Rhode Island
$638K -$18.4K -200 -3%
CCM
183
Condor Capital Management
New Jersey
$636K -$13K -142 -2%
DWM
184
Denver Wealth Management
Colorado
$635K -$47.1K -513 -7%
FPW
185
Flagship Private Wealth
Massachusetts
$628K +$81.1K +882 +15%
PS
186
Principal Securities
Iowa
$611K -$431K -4,689 -41%
KF
187
Krilogy Financial
Missouri
$610K -$10.4K -113 -2%
IAA
188
Independent Advisor Alliance
North Carolina
$610K +$79.6K +866 +15%
FA
189
Flagstar Advisors
New York
$601K +$11.7K +127 +2%
AC
190
Avestar Capital
New York
$588K -$1.75K -19 -0.3%
FFA
191
Florida Financial Advisors
Florida
$585K – – –
RCA
192
Resonant Capital Advisors
Wisconsin
$585K +$92 +1 +0%
GRP
193
Global Retirement Partners
California
$581K -$13K -142 -2%
VA
194
Valmark Advisers
Ohio
$573K +$14.4K +157 +3%
LJAC
195
L.J. Altfest & Co
New York
$557K +$368 +4 +0.1%
SIC
196
Salem Investment Counselors
North Carolina
$555K – – –
JWCA
197
J.W. Cole Advisors
Florida
$548K -$1.47K -16 -0.2%
CPA
198
Clear Point Advisors
New York
$537K +$459 +5 +0.1%
FIM
199
Freedom Investment Management
Connecticut
$535K +$13.3K +145 +3%
MGIA
200
Moneta Group Investment Advisors
Missouri
$527K +$246K +2,682 +89%
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8
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