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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
351
Traphagen Investment Advisors
New Jersey
$898K -$17.5K -311 -11%
AIC
352
Ayalon Insurance Company
Israel
$896K +$492K +8,747 +96%
MWC
353
MBM Wealth Consultants
Missouri
$894K +$21K +373 +2%
M1FG
354
Mach-1 Financial Group
Arkansas
$894K +$194K +3,449 +24%
OPS
355
Orion Portfolio Solutions
Nebraska
$891K +$98.1K +1,744 +11%
IF
356
Intrua Financial
Texas
$870K -$506 -9 -0.1%
VWA
357
Visionary Wealth Advisors
Illinois
$865K +$49.6K +882 +5%
LF
358
Lantz Financial
Illinois
$862K -$289K -5,133 -23%
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$848K +$50.6K +900 +6%
RFN
360
Redwood Financial Network
Ohio
$842K +$20.9K +371 +2%
VWA
361
V Wealth Advisors
Kansas
$839K +$55.2K +981 +6%
RIA
362
Regal Investment Advisors
Michigan
$838K
VCM
363
Vigilant Capital Management
Maine
$832K
CT
364
Caldwell Trust
Florida
$827K +$3.38K +60 +0.4%
MMA
365
Miracle Mile Advisors
California
$824K +$844 +15 +0.1%
WIM
366
WealthPlan Investment Management
Nebraska
$821K +$878K +15,608 New
ISWM
367
Independent Solutions Wealth Management
New York
$804K +$298K +5,300 +49%
YIH
368
Y-Intercept (HK)
Hong Kong
$792K +$890K +15,810 New
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$790K -$6.92K -123 -0.8%
HWM
370
Horizon Wealth Management
Illinois
$777K -$18.8K -334 -2%
Renaissance Technologies
371
Renaissance Technologies
New York
$772K -$1.19M -21,100 -58%
TCWM
372
Total Clarity Wealth Management
Illinois
$767K -$3.15K -56 -0.4%
BCI
373
Brinker Capital Investments
Pennsylvania
$766K -$8.27K -147 -1%
GAG
374
GM Advisory Group
New York
$754K -$90.6K -1,610 -10%
AWS
375
Arkfeld Wealth Strategies
Nebraska
$749K +$4.39K +78 +0.5%