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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
301
Capital Investment Advisory Services
North Carolina
$821K +$325K +6,179 +71%
MP
302
McDonald Partners
Ohio
$813K +$773K +14,709 New
AWS
303
Arkfeld Wealth Strategies
Nebraska
$807K +$19.8K +377 +3%
BC
304
Brio Consultants
California
$805K -$910K -17,322 -54%
CAS
305
Coppell Advisory Solutions
Texas
$799K +$760K +14,459 New
BA
306
Bristlecone Advisors
Washington
$796K +$449K +8,553 +146%
TW
307
Towerpoint Wealth
California
$792K +$9.3K +177 +1%
SWA
308
Stratos Wealth Advisors
Ohio
$784K +$380K +7,222 +104%
SFG
309
Sovereign Financial Group
Connecticut
$769K +$731K +13,907 New
9WM
310
9258 Wealth Management
Ohio
$763K
GWSG
311
GPS Wealth Strategies Group
Colorado
$744K +$80.7K +1,535 +13%
FTUS
312
Flow Traders U.S.
New York
$736K -$1.01M -19,167 -59%
FNBOO
313
First National Bank of Omaha
Nebraska
$731K
ICG
314
InterOcean Capital Group
Tennessee
$730K +$694K +13,200 New
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$728K +$23.6K +449 +4%
BWM
316
BT Wealth Management
Georgia
$722K
BSAM
317
Blue Sky Asset Management
Colorado
$717K -$786K -14,961 -54%
ISWM
318
Independent Solutions Wealth Management
New York
$709K -$42.2K -803 -6%
IF
319
Intrua Financial
Texas
$707K +$18K +342 +3%
MSFS
320
Main Street Financial Solutions
Pennsylvania
$704K +$669K +12,732 New
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$692K -$177K -3,363 -21%
PMFA
322
Plante Moran Financial Advisors
Michigan
$684K -$15.1K -288 -2%
OPS
323
Orion Portfolio Solutions
Nebraska
$683K -$54.1M -1,029,278 -99%
SS
324
Sunbelt Securities
Texas
$675K +$32.8K +624 +5%
WPW
325
Waldron Private Wealth
Pennsylvania
$672K +$23.8K +452 +4%