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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
201
Clear Point Advisors
New York
$504K +$239 +3 +0.1%
NCFG
202
New Century Financial Group
New Jersey
$503K +$460K +5,766 New
OBWG
203
Onyx Bridge Wealth Group
New York
$503K -$7.01K -88 -1%
SPC
204
Sigma Planning Corp
Michigan
$501K +$458K +5,741 New
US Bancorp
205
US Bancorp
Minnesota
$497K +$258K +3,236 +132%
BPA
206
Beacon Pointe Advisors
California
$475K -$176K -2,211 -29%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$471K +$127K +1,597 +42%
BOSSRA
208
B.O.S.S. Retirement Advisors
Utah
$464K -$9.64K -121 -2%
RFA
209
RTD Financial Advisors
Pennsylvania
$452K
WP
210
WealthPLAN Partners
Nebraska
$448K +$194K +2,440 +91%
AL
211
ACAS LLC
California
$446K -$64.2K -805 -14%
SWM
212
Spire Wealth Management
Virginia
$444K +$255K +3,196 +169%
AWA
213
Arkadios Wealth Advisors
Georgia
$439K -$2.79K -35 -0.7%
BWA
214
Beam Wealth Advisors
Louisiana
$435K +$397K +4,986 New
OFS
215
OneAscent Financial Services
Alabama
$428K +$48.9K +614 +14%
CPL
216
CAP Partners LLC
Tennessee
$414K -$1.12K -14 -0.3%
FA
217
Flagstar Advisors
New York
$408K +$123K +1,543 +49%
BCM
218
Brookstone Capital Management
Illinois
$387K +$16.7K +209 +5%
PP
219
Prudential plc
United Kingdom
$384K -$557K -6,990 -61%
WFA
220
Wellspring Financial Advisors
Ohio
$382K
IFPG
221
Intrepid Financial Planning Group
Indiana
$381K +$14.6K +183 +4%
MA
222
MONECO Advisors
Connecticut
$378K -$12.5K -157 -4%
MWA
223
Motive Wealth Advisors
Michigan
$374K +$341K +4,281 New
GLA
224
Good Life Advisors
Pennsylvania
$365K -$58.3K -731 -15%
BRWA
225
B. Riley Wealth Advisors
Florida
$360K +$44.7K +561 +12%