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State Street SPDR S&P 400 Mid Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Chartist Inc
California
$15.5M -$169K -4,401 -2%
LPL Financial
2
LPL Financial
California
$10.3M -$39.8K -1,035 -0.4%
Wells Fargo
3
Wells Fargo
California
$6.28M -$51.7K -1,344 -0.8%
CMP
4
Courage Miller Partners
Virginia
$4.18M +$1.75M +45,402 +75%
UBS Group
5
UBS Group
Switzerland
$2.59M +$2.52M +65,487 New
Morgan Stanley
6
Morgan Stanley
New York
$2.54M +$23.7K +615 +1%
SG Americas Securities
7
SG Americas Securities
New York
$2.01M -$339K -8,805 -15%
AWE
8
Avidian Wealth Enterprises
Texas
$1.93M +$1.58M +40,992 +523%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.65M +$3.35K +87 +0.2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.45M -$1.93M -50,253 -58%
BRWA
11
B. Riley Wealth Advisors
Florida
$1.14M +$170K +4,425 +18%
CWM
12
Cabot Wealth Management
Massachusetts
$1M -$5.31K -138 -0.5%
AMG
13
Asset Management Group
Connecticut
$995K +$64.3K +1,671 +7%
Bank of America
14
Bank of America
North Carolina
$922K +$4.04K +105 +0.5%
Jane Street
15
Jane Street
New York
$809K +$787K +20,469 New
TCM
16
Tradewinds Capital Management
Washington
$780K -$1.27M -33,078 -63%
CCM
17
Condor Capital Management
New Jersey
$560K +$13.6K +354 +3%
FIM
18
Freedom Investment Management
Connecticut
$535K +$4.15K +108 +0.8%
MIAN
19
Mariner Independent Advisor Network
Kansas
$382K +$2.88K +75 +0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$318K -$31.6K -822 -9%
HighTower Advisors
21
HighTower Advisors
Illinois
$292K +$2.77K +72 +1%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$275K +$1.96K +51 +0.7%
SIC
23
Salem Investment Counselors
North Carolina
$237K
FAAS
24
First Allied Advisory Services
California
$235K +$1.39K +36 +0.6%
VFS
25
VSR Financial Services
Kansas
$209K +$203K +5,289 New