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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
401
RDA Financial Network
Iowa
$3.4M +$488K +6,532 +18%
GWSG
402
GPS Wealth Strategies Group
Colorado
$3.39M -$410K -5,488 -11%
GWA
403
Gratus Wealth Advisors
Virginia
$3.37M -$50.6K -677 -2%
FNWA
404
Financial Network Wealth Advisors
Utah
$3.37M +$750K +10,044 +31%
TW
405
Towerpoint Wealth
California
$3.36M -$92.5K -1,238 -3%
ST
406
Sabal Trust
Florida
$3.32M +$996K +13,335 +47%
CI
407
Cavalier Investments
Georgia
$3.3M +$448K +6,000 +17%
UAG
408
United Advisor Group
Ohio
$3.24M +$1.24M +16,619 +70%
ISB
409
Iowa State Bank
Iowa
$3.23M -$33.9K -454 -1%
CRI
410
Colonial River Investments
Virginia
$3.22M +$3M +40,149 New
BHBT
411
Burke & Herbert Bank & Trust
Virginia
$3.15M +$143K +1,921 +5%
SB
412
Strategic Blueprint
Georgia
$3.09M +$1.43M +19,202 +99%
ETIA
413
Epic Trust Investment Advisors
Washington
$3.07M -$26.2K -351 -0.9%
CA
414
Continuum Advisory
Idaho
$3.04M +$307K +4,104 +12%
SFS
415
Sowell Financial Services
Arkansas
$3M +$320K +4,278 +13%
AIM
416
Aspen Investment Management
Michigan
$2.98M +$25.4K +340 +0.9%
MWC
417
MBM Wealth Consultants
Missouri
$2.97M +$178K +2,386 +7%
GEA
418
Glen Eagle Advisors
New Jersey
$2.97M +$372K +4,987 +16%
CAS
419
Coppell Advisory Solutions
Texas
$2.93M +$2.73M +36,558 New
FA
420
Faithward Advisors
Pennsylvania
$2.93M +$2.73M +36,524 New
PNC Financial Services Group
421
PNC Financial Services Group
Pennsylvania
$2.92M +$1.35M +18,076 +98%
Mirae Asset Global Investments
422
Mirae Asset Global Investments
South Korea
$2.88M -$15.4M -206,000 -85%
SFP
423
Shepherd Financial Partners
Massachusetts
$2.87M
JWCA
424
J.W. Cole Advisors
Florida
$2.87M -$518K -6,938 -16%
SW
425
Simplicity Wealth
New Jersey
$2.84M -$237K -3,171 -8%