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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Brookstone Capital Management
Illinois
$320K +$19.5K +278 +7%
IFPG
202
Intrepid Financial Planning Group
Indiana
$317K -$5.26K -75 -2%
GVAG
203
Great Valley Advisor Group
Delaware
$310K -$1.68K -24 -0.6%
IP
204
Ignite Planners
California
$304K -$51.2K -730 -15%
CPRC
205
Consolidated Portfolio Review Corp
New York
$299K -$2.03K -29 -0.7%
CL
206
Choreo LLC
Illinois
$296K -$184K -2,619 -40%
TVM
207
True Vision MN
Minnesota
$294K +$272K +3,884 New
KWA
208
Kingswood Wealth Advisors
California
$288K -$54.1K -771 -17%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$288K
Fidelity Investments
210
Fidelity Investments
Massachusetts
$288K +$24.4K +348 +10%
AWM
211
Aviso Wealth Management
Washington
$281K +$261K +3,718 New
RIS
212
Retirement Income Solutions
Michigan
$279K +$43.6K +622 +20%
IWC
213
Integrated Wealth Concepts
Massachusetts
$276K -$3.3K -47 -1%
HWM
214
HB Wealth Management
Georgia
$275K +$6.17K +88 +2%
Citadel Advisors
215
Citadel Advisors
Florida
$274K -$628K -8,948 -71%
BCWM
216
Bartlett & Co Wealth Management
Ohio
$272K -$3.51K -50 -1%
TRIA
217
Trail Ridge Investment Advisors
Colorado
$272K -$1.68K -24 -0.7%
BC
218
Bartlett & Co
Ohio
$272K -$3.51K -50 -1%
RPGK
219
Retirement Planning Group (Kansas)
Kansas
$267K +$247K +3,528 New
CA
220
Centerpoint Advisors
Massachusetts
$263K -$8.77K -125 -3%
IWA
221
IVC Wealth Advisors
Pennsylvania
$256K
EFG
222
Embree Financial Group
Illinois
$255K +$237K +3,375 New
IA
223
IFG Advisors
Missouri
$254K
BFG
224
Bleakley Financial Group
New Jersey
$252K
SS
225
Simplicity Solutions
Minnesota
$252K