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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthShield Partners
North Carolina
$2.39M +$421K +7,955 +23%
PFM
302
Parsec Financial Management
North Carolina
$2.38M -$92.7K -1,751 -4%
FC
303
Financial Council
Maryland
$2.36M +$101K +1,902 +5%
SWA
304
Stratos Wealth Advisors
Ohio
$2.32M +$686K +12,962 +45%
PIFP
305
Partners in Financial Planning
Virginia
$2.31M -$4.45K -84 -0.2%
BAM
306
Belpointe Asset Management
Nevada
$2.24M -$448K -8,466 -17%
SF
307
Summit Financial
New Jersey
$2.15M +$248K +4,678 +14%
BMD
308
Better Money Decisions
New Mexico
$2.12M -$533K -10,070 -21%
ETIA
309
Epic Trust Investment Advisors
Washington
$2.09M -$7.52K -142 -0.4%
AI
310
Atria Investments
North Carolina
$2.09M +$148K +2,794 +8%
GKWIM
311
Gerber Kawasaki Wealth & Investment Management
California
$2.08M -$495K -9,340 -20%
YIA
312
YHB Investment Advisors
Connecticut
$2.08M -$37.9K -715 -2%
AT
313
American Trust
Kentucky
$2.08M -$31.2K -589 -1%
TWM
314
Triton Wealth Management
Arizona
$2.07M -$826K -15,599 -31%
ISB
315
Iowa State Bank
Iowa
$2.06M -$129K -2,443 -6%
OIA
316
OneDigital Investment Advisors
Kansas
$1.99M +$31.1K +587 +2%
Millennium Management
317
Millennium Management
New York
$1.98M +$1.9M +35,794 New
SCI
318
Stableford Capital II
Arizona
$1.96M +$2.05M +38,680 New
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$221K +4,175 +13%
SF
320
Safeguard Financial
Wisconsin
$1.94M -$197K -3,728 -10%
SIA
321
Soltis Investment Advisors
Utah
$1.92M -$602K -11,364 -25%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$1.9M -$38.7K -731 -2%
WAG
323
Winthrop Advisory Group
Massachusetts
$1.89M -$117K -2,206 -6%
BC
324
Burney Company
Virginia
$1.89M -$930K -17,571 -34%
WAOI
325
Wealth Advisors of Iowa
Iowa
$1.86M +$65.7K +1,240 +4%