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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Prosperity Planning
Missouri
$581K +$652K +11,591 New
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$577K +$41K +729 +7%
CWMGP
403
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$577K +$239K +4,245 +58%
CW
404
CreativeOne Wealth
Kansas
$573K -$50.4K -895 -7%
CAC
405
Certified Advisory Corp
Florida
$561K +$36.1K +641 +6%
SPWM
406
Schrum Private Wealth Management
Florida
$549K +$1.46K +26 +0.2%
PFA
407
Pinnacle Family Advisors
Missouri
$548K +$7.14K +127 +1%
AFP
408
Advus Financial Partners
Florida
$544K – – –
WEG
409
World Equity Group
Illinois
$539K +$605K +10,761 New
TPWM
410
Twelve Points Wealth Management
Massachusetts
$537K -$4.28K -76 -0.7%
JGIA
411
Jackson Grant Investment Advisers
Connecticut
$537K +$1.52K +27 +0.3%
TFS
412
TrustCore Financial Services
Tennessee
$529K +$259K +4,603 +77%
GW
413
GW & Wade
Massachusetts
$527K +$13.6K +241 +2%
EFS
414
Econ Financial Services
Pennsylvania
$524K +$589K +10,462 New
IA
415
IFG Advisory
Georgia
$523K +$218K +3,879 +59%
IP
416
Ignite Planners
California
$520K +$91.4K +1,624 +19%
Northern Trust
417
Northern Trust
Illinois
$514K +$85.5K +1,519 +17%
PA
418
PFG Advisors
Arizona
$512K -$17.7K -314 -3%
MCC
419
Money Concepts Capital
Florida
$509K -$23.7K -421 -4%
HLOC
420
H.L. Ormond & Company
North Carolina
$509K -$1.69K -30 -0.3%
NFSG
421
Newbridge Financial Services Group
Florida
$507K -$67.8K -1,205 -11%
SFS
422
Security Financial Services
Indiana
$507K -$34.4K -611 -6%
CWS
423
Confluence Wealth Services
Pennsylvania
$505K +$563 +10 +0.1%
OCPWS
424
One Charles Private Wealth Services
Massachusetts
$501K +$20.6K +366 +4%
CAMG
425
CWA Asset Management Group
Florida
$499K +$8.95K +159 +2%