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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
351
Jackson Grant Investment Advisers
Connecticut
$654K +$8.1K +135 +1%
CAM
352
Concorde Asset Management
Michigan
$649K +$618K +10,301 New
WP
353
WealthPLAN Partners
Nebraska
$648K +$30.9K +515 +6%
FNBOO
354
First National Bank of Omaha
Nebraska
$643K
GW
355
GW & Wade
Massachusetts
$640K
JWCA
356
J.W. Cole Advisors
Florida
$628K +$26K +433 +5%
BCI
357
Brinker Capital Investments
Pennsylvania
$625K +$142K +2,364 +31%
MCWS
358
McKinley Carter Wealth Services
West Virginia
$624K -$5.94K -99 -1%
GEA
359
Glen Eagle Advisors
New Jersey
$624K +$199K +3,310 +50%
EFS
360
Essex Financial Services
Connecticut
$620K
SDAM
361
Shulman DeMeo Asset Management
New York
$620K +$900 +15 +0.2%
M1FG
362
Mach-1 Financial Group
Arkansas
$619K -$89.9K -1,498 -13%
CAMG
363
CWA Asset Management Group
Florida
$619K +$51.9K +865 +10%
AFP
364
Ausdal Financial Partners
Iowa
$602K +$26.8K +446 +5%
DADC
365
D.A. Davidson & Co
Montana
$595K +$11.2K +186 +2%
PFA
366
Pure Financial Advisors
California
$588K +$4.02K +67 +0.7%
BA
367
Ballast Advisors
Minnesota
$584K
CPIG
368
Chicago Partners Investment Group
Illinois
$583K +$528K +8,807 New
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$582K -$59.7K -996 -10%
CW
370
CreativeOne Wealth
Kansas
$578K -$207K -3,443 -27%
GT
371
Glenmede Trust
Pennsylvania
$574K
TFA
372
Teamwork Financial Advisors
Texas
$570K -$4.08K -68 -0.7%
LFAS
373
Level Four Advisory Services
Texas
$568K +$20.6K +343 +4%
PAS
374
Park Avenue Securities
New York
$555K +$529K +8,819 New
IFG
375
Independent Financial Group
California
$547K +$164K +2,726 +46%