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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$83K
SPIA
202
Steward Partners Investment Advisory
New York
$81K -$4.16K -65 -5%
OIA
203
Optimum Investment Advisors
Illinois
$76K +$192 +3 +0.3%
KFI
204
Key Financial Inc
Pennsylvania
$75K +$68.9K +1,076 New
BA
205
Ballast Advisors
Minnesota
$73K
William Blair & Company
206
William Blair & Company
Illinois
$71K -$3.65K -57 -5%
DSC
207
Duncker Streett & Co
Missouri
$60K
CFA
208
Carroll Financial Associates
North Carolina
$55K
JMF
209
Johnson Midwest Financial
Iowa
$51K +$60.5K +946 New
BW
210
Bison Wealth
Georgia
$44K
CAL
211
Capital Advisors Ltd
Ohio
$43K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$43K
SWM
213
Selective Wealth Management
Virginia
$41K -$9.41K -147 -20%
QCG
214
Quadrant Capital Group
Ohio
$40K
PCA
215
Peddock Capital Advisors
Massachusetts
$40K +$37.1K +579 New
RFWA
216
RPg Family Wealth Advisory
Massachusetts
$37.9K
CAGAS
217
Capital Advisory Group Advisory Services
Minnesota
$37K +$12.8K +200 +61%
BWP
218
Baldwin Wealth Partners
Massachusetts
$35K
PFO
219
Pathstone Family Office
New Jersey
$35K +$32.4K +506 New
FRA
220
Front Row Advisors
California
$31K
AIM
221
Anchor Investment Management
South Carolina
$29.5K
FPW
222
Flagship Private Wealth
Massachusetts
$29.4K +$26.5K +414 New
TFGT
223
TS Financial Group (TSFG)
Illinois
$28K
FA
224
Faithward Advisors
Pennsylvania
$28K +$64 +1 +0.2%
ASN
225
Advisory Services Network
Georgia
$27K +$25K +390 New