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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
376
KM Capital Management
Texas
$4.13M +$289K +3,864 +8%
AO
377
Advisor OS
Illinois
$4.1M -$113K -1,519 -3%
SAM
378
Smartleaf Asset Management
Massachusetts
$4.1M -$265K -3,547 -7%
SHJ
379
Sharkey, Howes & Javer
Colorado
$4.09M +$1.44M +19,326 +61%
US Bancorp
380
US Bancorp
Minnesota
$4.03M +$550K +7,367 +17%
FI
381
Financial Insights
Washington
$4.02M +$1.36M +18,194 +57%
RIS
382
Retirement Income Solutions
Michigan
$3.98M -$662K -8,862 -15%
ECA
383
Elevation Capital Advisory
Oregon
$3.94M +$3.67M +49,153 New
RWPA
384
Richard W. Paul & Associates
Michigan
$3.88M +$93.1K +1,246 +3%
Koshinski Asset Management
385
Koshinski Asset Management
Illinois
$3.78M -$35.9K -480 -1%
MWM
386
Modera Wealth Management
New Jersey
$3.78M -$40.7K -545 -1%
BC
387
Burney Company
Virginia
$3.75M -$25.5K -341 -0.7%
PWG
388
Private Wealth Group
Florida
$3.67M -$24K -322 -0.7%
SWA
389
Sightline Wealth Advisors
Connecticut
$3.65M +$12.4K +166 +0.4%
LIA
390
Luken Investment Analytics
Tennessee
$3.63M -$101K -1,352 -3%
NCFG
391
New Century Financial Group
New Jersey
$3.63M +$3.38M +45,240 New
Northern Trust
392
Northern Trust
Illinois
$3.59M +$134K +1,789 +4%
QCG
393
Quadrant Capital Group
Ohio
$3.57M +$448 +6 +0%
VVP
394
Venture Visionary Partners
Ohio
$3.52M +$133K +1,781 +4%
AT
395
American Trust
Kentucky
$3.52M +$63.9K +855 +2%
AWM
396
Atticus Wealth Management
Florida
$3.51M -$1.74M -23,334 -35%
MCC
397
Money Concepts Capital
Florida
$3.5M +$282K +3,781 +9%
SPIA
398
Steward Partners Investment Advisory
New York
$3.5M -$48.9K -655 -1%
WIM
399
WealthPlan Investment Management
Nebraska
$3.49M +$115K +1,539 +4%
SL
400
Salomon & Ludwin
Virginia
$3.47M +$296K +3,957 +10%