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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$900K +$832K +20,035 New
HAS
252
HBW Advisory Services
California
$892K +$60.1K +1,446 +8%
LA
253
LexAurum Advisors
Kansas
$886K +$30.4K +731 +4%
AC
254
Alexandria Capital
Virginia
$884K -$51.9K -1,250 -6%
CA
255
Continuum Advisory
Idaho
$848K +$315K +7,588 +68%
DAS
256
Dynamic Advisor Solutions
Arizona
$844K +$172K +4,145 +28%
OMC
257
Old Mission Capital
Illinois
$834K -$71.4K -1,720 -8%
CB
258
Community Bank
New York
$824K +$126K +3,025 +20%
MWM
259
Meridian Wealth Management
Kentucky
$804K +$54.2K +1,305 +8%
FHA
260
Flagship Harbor Advisors
Massachusetts
$775K +$41.2K +991 +6%
PC
261
Permanens Capital
New York
$739K -$422K -10,170 -38%
PTC
262
Private Trust Company
Ohio
$735K -$35.3K -849 -5%
IWC
263
Integrated Wealth Concepts
Massachusetts
$703K +$650K +15,655 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$702K -$56.2K -1,352 -8%
MA
265
Mutual Advisors
Nebraska
$663K -$5.18M -124,654 -89%
LFAS
266
Level Four Advisory Services
Texas
$657K -$382K -9,190 -39%
ISWM
267
Independent Solutions Wealth Management
New York
$657K -$21.1K -509 -3%
TRCT
268
Tower Research Capital (TRC)
New York
$656K +$337K +8,105 +125%
RFA
269
Reilly Financial Advisors
California
$654K -$97.1K -2,338 -14%
TW
270
Towerpoint Wealth
California
$653K -$22.9K -551 -4%
9WM
271
9258 Wealth Management
Ohio
$620K
TI
272
Trexquant Investment
Connecticut
$613K -$2.61M -62,726 -82%
CFG
273
Citizens Financial Group
Rhode Island
$594K +$173K +4,168 +46%
IC
274
InterOcean Capital
Illinois
$593K
BWM
275
BT Wealth Management
Georgia
$587K -$14.2K -341 -3%