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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
326
Invesco
Georgia
$1.19M -$279K -4,961 -17%
MA
327
MONECO Advisors
Connecticut
$1.19M -$81.8K -1,454 -6%
IMC Chicago
328
IMC Chicago
Illinois
$1.16M +$157K +2,787 +14%
SL
329
Salomon & Ludwin
Virginia
$1.15M +$69K +1,227 +6%
NF
330
Nvest Financial
New Hampshire
$1.14M -$1.24K -22 -0.1%
OWA
331
Opal Wealth Advisors
New York
$1.11M +$8.89K +158 +0.7%
SFG
332
Sunburst Financial Group
Alabama
$1.11M
LNC
333
Lincoln National Corp
Pennsylvania
$1.1M -$288K -5,125 -19%
Natixis Advisors
334
Natixis Advisors
Massachusetts
$1.09M -$315K -5,604 -20%
AWM
335
Apollon Wealth Management
South Carolina
$1.09M -$549K -9,754 -31%
MWM
336
Modera Wealth Management
New Jersey
$1.05M -$176K -3,124 -13%
SFS
337
Sowell Financial Services
Arkansas
$1.04M +$1.17M +20,746 New
SB
338
Strategic Blueprint
Georgia
$1.02M -$28K -497 -2%
BHBT
339
Burke & Herbert Bank & Trust
Virginia
$1.01M +$237K +4,204 +26%
IWC
340
Integrated Wealth Concepts
Massachusetts
$994K +$29.3K +521 +3%
SIA
341
Schechter Investment Advisors
Michigan
$993K -$315K -5,592 -22%
HAS
342
HBW Advisory Services
California
$978K -$179K -3,178 -14%
WAOI
343
Wealth Advisors of Iowa
Iowa
$977K +$512K +9,093 +87%
MF
344
Meridian Financial
Massachusetts
$958K
BA
345
Bristlecone Advisors
Washington
$949K +$20.1K +357 +2%
SFPG
346
Stonebridge Financial Planning Group
Florida
$944K +$511K +9,076 +93%
Bank of New York Mellon
347
Bank of New York Mellon
New York
$943K +$450 +8 +0%
RC
348
RegentAtlantic Capital
New Jersey
$940K -$49.6K -882 -4%
LC
349
Legacy CG
Texas
$935K +$15.1K +268 +1%
CFA
350
Compass Financial Advisors
Indiana
$911K +$65.7K +1,168 +7%