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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$830K -$79.1K -1,379 -8%
HWM
377
Horizon Wealth Management
Illinois
$828K -$21.1K -368 -2%
AssetMark Inc
378
AssetMark Inc
California
$826K -$975K -17,003 -52%
VWA
379
V Wealth Advisors
Kansas
$824K -$176K -3,074 -16%
BCI
380
Brinker Capital Investments
Pennsylvania
$807K +$29.4K +512 +3%
LSPW
381
Lake Street Private Wealth
Illinois
$804K +$691K +12,054 +362%
TCWM
382
Total Clarity Wealth Management
Illinois
$803K +$16.1K +281 +2%
CAM
383
Cresset Asset Management
Illinois
$791K +$665K +11,606 +329%
PFS
384
Prospera Financial Services
Texas
$787K -$5.56M -96,902 -87%
PIFP
385
Partners in Financial Planning
Virginia
$781K +$7.4K +129 +1%
CA
386
Centerpoint Advisors
Massachusetts
$761K
DA
387
Doliver Advisors
Texas
$756K -$362K -6,307 -30%
M1FG
388
Mach-1 Financial Group
Arkansas
$753K +$178K +3,106 +27%
FMN
389
Financial Management Network
California
$735K -$10.4K -182 -1%
WWA
390
WCG Wealth Advisors
Nevada
$735K +$807K +14,068 New
CI
391
Cavalier Investments
Georgia
$727K -$2.06M -35,989 -72%
FWM
392
Fingerlakes Wealth Management
New York
$715K +$31.8K +555 +4%
MWM
393
MY Wealth Management
Maryland
$697K
ICG
394
InterOcean Capital Group
Tennessee
$691K
OGF
395
Orin Green Financial
California
$684K +$729K +12,719 New
AIP
396
Ameritas Investment Partners
Nebraska
$678K +$69.4K +1,211 +10%
CM
397
Churchill Management
California
$670K +$18.9K +329 +3%
CW
398
CreativeOne Wealth
Kansas
$644K +$61.2K +1,068 +9%
SS
399
Sunbelt Securities
Texas
$632K +$11.2K +196 +2%
BC
400
Brio Consultants
California
$621K +$11.2K +196 +2%