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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
226
Regimen Wealth
Georgia
$6.07M +$95.8K +1,673 +2%
GRP
227
Global Retirement Partners
California
$5.97M +$749K +13,070 +15%
FMP
228
Financial Management Professionals
Texas
$5.94M +$5.58M +97,356 +1,947,120%
OL
229
Optas LLC
Texas
$5.89M +$2.03M +35,383 +58%
RZH
230
Relyea Zuckerberg Hanson
Connecticut
$5.83M -$62.8K -1,097 -1%
TCA
231
Transcend Capital Advisors
New Jersey
$5.82M +$492K +8,592 +10%
TFA
232
Tobias Financial Advisors
Florida
$5.79M -$6.59K -115 -0.1%
MWM
233
Meridian Wealth Management
Kentucky
$5.71M -$101K -1,771 -2%
SMF
234
Sterling Manor Financial
New York
$5.71M +$5.36M +93,567 New
NWM
235
NEIRG Wealth Management
Massachusetts
$5.7M -$2.46M -42,955 -32%
BPA
236
Beacon Pointe Advisors
California
$5.68M -$135K -2,365 -2%
RWA
237
Rooted Wealth Advisors
Illinois
$5.59M +$93.9K +1,639 +2%
CWM
238
Collaborative Wealth Management
Florida
$5.58M +$875K +15,272 +20%
ACA
239
Affinity Capital Advisors
California
$5.54M -$855K -14,932 -14%
IPW
240
Intergy Private Wealth
Colorado
$5.54M -$34.2K -597 -0.7%
GL
241
Graypoint LLC
New York
$5.47M +$919K +16,038 +22%
PFG
242
PAX Financial Group
Texas
$5.36M -$310K -5,413 -6%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$5.32M -$56.1K -980 -1%
SAM
244
Sequent Asset Management
Texas
$5.31M +$1.68M +29,318 +51%
OPPS
245
Obsidian Personal Planning Solutions
Maryland
$5.19M +$389K +6,782 +9%
WCG
246
Wall Capital Group
Arizona
$5.17M +$978K +17,070 +25%
MWM
247
Marion Wealth Management
Pennsylvania
$5.02M +$218K +3,801 +5%
AAS
248
Avantax Advisory Services
Texas
$4.99M +$259K +4,527 +6%
HI
249
Harbour Investments
Wisconsin
$4.99M -$183K -3,197 -4%
TW
250
Transform Wealth
Colorado
$4.92M -$369K -6,448 -7%