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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
401
Veritable
Delaware
$782K -$286K -4,400 -27%
AIP
402
Ameritas Investment Partners
Nebraska
$779K -$150K -2,311 -16%
BWM
403
BT Wealth Management
Georgia
$775K -$65 -1 -0%
GEA
404
Glen Eagle Advisors
New Jersey
$772K +$24.5K +376 +3%
SF
405
Safeguard Financial
Wisconsin
$764K +$751K +11,542 New
BC
406
Brio Consultants
California
$762K +$1.37K +21 +0.2%
M1FG
407
Mach-1 Financial Group
Arkansas
$748K +$104K +1,596 +16%
BWM
408
BCS Wealth Management
Tennessee
$747K +$735K +11,289 New
CW
409
CreativeOne Wealth
Kansas
$745K +$29.3K +450 +4%
CAMG
410
CWA Asset Management Group
Florida
$741K +$68K +1,045 +10%
PA
411
PFG Advisors
Arizona
$735K -$31K -477 -4%
GWSG
412
GPS Wealth Strategies Group
Colorado
$719K -$22.5K -345 -3%
ISWM
413
Independent Solutions Wealth Management
New York
$717K -$59.3K -911 -8%
PMFA
414
Plante Moran Financial Advisors
Michigan
$715K -$5.66K -87 -0.8%
AWM
415
Axxcess Wealth Management
California
$709K +$110K +1,695 +19%
PFA
416
Pinnacle Family Advisors
Missouri
$707K -$70.3K -1,081 -9%
JGIA
417
Jackson Grant Investment Advisers
Connecticut
$706K +$13.7K +211 +2%
WEG
418
World Equity Group
Illinois
$700K +$688K +10,573 New
FNBOO
419
First National Bank of Omaha
Nebraska
$700K
GW
420
GW & Wade
Massachusetts
$680K +$7.22K +111 +1%
ASN
421
Advisory Services Network
Georgia
$664K +$3.97K +61 +0.6%
WP
422
WealthPLAN Partners
Nebraska
$656K +$10.4K +160 +1%
WIM
423
WealthPlan Investment Management
Nebraska
$656K +$738K +11,345 New
MP
424
McDonald Partners
Ohio
$654K +$485K +7,446 +307%
NFSG
425
Newbridge Financial Services Group
Florida
$654K +$605K +9,295 +1,608%