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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Fernwood Investment Management
Massachusetts
$702K
ACP
227
Aveo Capital Partners
Colorado
$693K -$75.2K -1,876 -10%
FAIM
228
Financial Advocates Investment Management
Washington
$657K -$1.96K -49 -0.3%
CB
229
Community Bank
New York
$655K -$642K -16,025 -51%
NFG
230
Next Financial Group
Texas
$654K -$1.59M -39,683 -72%
PTC
231
Private Trust Company
Ohio
$651K -$25.7K -641 -4%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$644K
TW
233
Towerpoint Wealth
California
$642K -$8.38K -209 -1%
GSIS
234
Global Strategic Investment Solutions
Arizona
$640K +$2.12K +53 +0.3%
OIA
235
OneDigital Investment Advisors
Kansas
$632K +$169K +4,217 +39%
Citigroup
236
Citigroup
New York
$631K +$375K +9,363 +165%
FHA
237
Flagship Harbor Advisors
Massachusetts
$628K -$22K -550 -4%
LBC
238
Lowe Brockenbrough & Co
Virginia
$625K -$2.41M -60,100 -80%
ISWM
239
Independent Solutions Wealth Management
New York
$624K +$596K +14,880 New
HAS
240
HBW Advisory Services
California
$614K +$114K +2,852 +25%
BCM
241
Brookstone Capital Management
Illinois
$605K -$14.7K -366 -2%
TFA
242
Tobias Financial Advisors
Florida
$593K +$567K +14,153 New
CPA
243
Clear Perspective Advisors
Illinois
$583K -$518K -12,929 -48%
BWM
244
BT Wealth Management
Georgia
$581K
HF
245
HRT Financial
New York
$580K +$555K +13,843 New
9WM
246
9258 Wealth Management
Ohio
$578K +$553K +13,800 New
PMFA
247
Plante Moran Financial Advisors
Michigan
$571K -$9.22K -230 -2%
AW
248
ACG Wealth
Georgia
$566K -$51.1K -1,275 -9%
PFA
249
Pure Financial Advisors
California
$561K +$561 +14 +0.1%
DAS
250
Dynamic Advisor Solutions
Arizona
$558K -$26.4K -658 -5%