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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
376
Horizon Wealth Management
Illinois
$828K -$21.1K -368 -2%
AssetMark Inc
377
AssetMark Inc
California
$826K -$975K -17,003 -52%
VWA
378
V Wealth Advisors
Kansas
$824K -$176K -3,074 -16%
BCI
379
Brinker Capital Investments
Pennsylvania
$807K +$29.4K +512 +3%
LSPW
380
Lake Street Private Wealth
Illinois
$804K +$691K +12,054 +362%
TCWM
381
Total Clarity Wealth Management
Illinois
$803K +$16.1K +281 +2%
CAM
382
Cresset Asset Management
Illinois
$791K +$665K +11,606 +329%
PFS
383
Prospera Financial Services
Texas
$787K -$5.56M -96,902 -87%
PIFP
384
Partners in Financial Planning
Virginia
$781K +$7.4K +129 +1%
CA
385
Centerpoint Advisors
Massachusetts
$761K – – –
DA
386
Doliver Advisors
Texas
$756K -$362K -6,307 -30%
M1FG
387
Mach-1 Financial Group
Arkansas
$753K +$178K +3,106 +27%
FMN
388
Financial Management Network
California
$735K -$10.4K -182 -1%
WWA
389
WCG Wealth Advisors
Nevada
$735K +$807K +14,068 New
CI
390
Cavalier Investments
Georgia
$727K -$2.06M -35,989 -72%
FWM
391
Fingerlakes Wealth Management
New York
$715K +$31.8K +555 +4%
MWM
392
MY Wealth Management
Maryland
$697K – – –
ICG
393
InterOcean Capital Group
Tennessee
$691K – – –
OGF
394
Orin Green Financial
California
$684K +$729K +12,719 New
AIP
395
Ameritas Investment Partners
Nebraska
$678K +$69.4K +1,211 +10%
CM
396
Churchill Management
California
$670K +$18.9K +329 +3%
CW
397
CreativeOne Wealth
Kansas
$644K +$61.2K +1,068 +9%
SS
398
Sunbelt Securities
Texas
$632K +$11.2K +196 +2%
BC
399
Brio Consultants
California
$621K +$11.2K +196 +2%
PMFA
400
Plante Moran Financial Advisors
Michigan
$607K +$46.7K +814 +8%