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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
326
Salomon & Ludwin
Virginia
$598K +$153K +2,738 +35%
ISWM
327
Independent Solutions Wealth Management
New York
$597K -$125K -2,236 -17%
OPS
328
Orion Portfolio Solutions
Nebraska
$583K -$113K -2,014 -16%
JGIA
329
Jackson Grant Investment Advisers
Connecticut
$578K +$1.12K +20 +0.2%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$577K – – –
DAS
331
Dynamic Advisor Solutions
Arizona
$576K +$78.3K +1,397 +16%
PA
332
PFG Advisors
Arizona
$575K -$30.1K -538 -5%
SPC
333
Sigma Planning Corp
Michigan
$574K -$23.4K -417 -4%
GW
334
GW & Wade
Massachusetts
$573K – – –
NA
335
NewEdge Advisors
Louisiana
$569K -$52.7K -940 -9%
MCWS
336
McKinley Carter Wealth Services
West Virginia
$565K -$7.79K -139 -1%
SDAM
337
Shulman DeMeo Asset Management
New York
$555K -$4.65K -83 -0.8%
WP
338
WealthPLAN Partners
Nebraska
$555K +$141K +2,515 +37%
JWCA
339
J.W. Cole Advisors
Florida
$538K +$36.3K +648 +7%
AIP
340
Almanack Investment Partners
Pennsylvania
$538K +$535K +9,546 New
SWA
341
Stratos Wealth Advisors
Ohio
$526K -$272K -4,854 -34%
BA
342
Ballast Advisors
Minnesota
$523K -$44.5K -795 -8%
PFA
343
Pure Financial Advisors
California
$523K -$784 -14 -0.2%
V
344
Veritable
Delaware
$523K – – –
DADC
345
D.A. Davidson & Co
Montana
$522K +$3.87K +69 +0.8%
AFP
346
Ausdal Financial Partners
Iowa
$514K -$1.12K -20 -0.2%
GT
347
Glenmede Trust
Pennsylvania
$514K – – –
TFA
348
Teamwork Financial Advisors
Texas
$514K +$1.68K +30 +0.3%
AIC
349
Ayalon Insurance Company
Israel
$511K +$239K +4,269 +92%
CG
350
Colony Group
Massachusetts
$503K -$178K -3,171 -26%