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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$825K -$683K -13,000 -47%
CIAS
302
Capital Investment Advisory Services
North Carolina
$821K +$325K +6,179 +71%
MP
303
McDonald Partners
Ohio
$813K +$773K +14,709 New
AWS
304
Arkfeld Wealth Strategies
Nebraska
$807K +$19.8K +377 +3%
BC
305
Brio Consultants
California
$805K -$910K -17,322 -54%
CAS
306
Coppell Advisory Solutions
Texas
$799K +$760K +14,459 New
BA
307
Bristlecone Advisors
Washington
$796K +$449K +8,553 +146%
TW
308
Towerpoint Wealth
California
$792K +$9.3K +177 +1%
SWA
309
Stratos Wealth Advisors
Ohio
$784K +$380K +7,222 +104%
SFG
310
Sovereign Financial Group
Connecticut
$769K +$731K +13,907 New
9WM
311
9258 Wealth Management
Ohio
$763K – – –
GWSG
312
GPS Wealth Strategies Group
Colorado
$744K +$80.7K +1,535 +13%
FTUS
313
Flow Traders U.S.
New York
$736K -$1.01M -19,167 -59%
FNBOO
314
First National Bank of Omaha
Nebraska
$731K – – –
ICG
315
InterOcean Capital Group
Tennessee
$730K +$694K +13,200 New
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$728K +$23.6K +449 +4%
BWM
317
BT Wealth Management
Georgia
$722K – – –
BSAM
318
Blue Sky Asset Management
Colorado
$717K -$786K -14,961 -54%
ISWM
319
Independent Solutions Wealth Management
New York
$709K -$42.2K -803 -6%
IF
320
Intrua Financial
Texas
$707K +$18K +342 +3%
MSFS
321
Main Street Financial Solutions
Pennsylvania
$704K +$669K +12,732 New
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$692K -$177K -3,363 -21%
PMFA
323
Plante Moran Financial Advisors
Michigan
$684K -$15.1K -288 -2%
OPS
324
Orion Portfolio Solutions
Nebraska
$683K -$54.1M -1,029,278 -99%
SS
325
Sunbelt Securities
Texas
$675K +$32.8K +624 +5%