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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
426
JDM Financial Group
Texas
$5.73M +$225K +1,972 +4%
UFA
427
Uptown Financial Advisors
Texas
$5.69M -$6.97K -61 -0.1%
TC
428
TownSquare Capital
Utah
$5.62M +$7.09K +62 +0.1%
BC
429
Burney Company
Virginia
$5.59M -$100K -876 -2%
CWMS
430
Cannon Wealth Management Services
North Carolina
$5.5M +$131K +1,145 +3%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$5.42M -$371K -3,248 -7%
OWA
432
Opal Wealth Advisors
New York
$5.4M +$99.8K +873 +2%
UCFA
433
United Capital Financial Advisors
Texas
$5.38M -$70.4K -616 -1%
AT
434
American Trust
Kentucky
$5.36M -$16.1K -141 -0.3%
BHBT
435
Burke & Herbert Bank & Trust
Virginia
$5.3M +$128K +1,116 +3%
PWG
436
Private Wealth Group
Florida
$5.3M -$117K -1,023 -2%
QCG
437
Quadrant Capital Group
Ohio
$5.3M
RFN
438
RDA Financial Network
Iowa
$5.26M +$117K +1,025 +2%
PFG
439
PAX Financial Group
Texas
$5.24M +$899K +7,863 +22%
NG
440
Norden Group
Utah
$5.24M +$101K +886 +2%
GA
441
GoalVest Advisory
New York
$5.2M -$439K -3,843 -8%
Franklin Resources
442
Franklin Resources
California
$5.2M
HIF
443
Hill Island Financial
Michigan
$5.2M -$89.3K -781 -2%
WWA
444
Wealth Watch Advisors
Colorado
$5.2M +$4.99M +43,660 New
WIA
445
World Investment Advisors
California
$5.19M +$1.2M +10,512 +27%
AWA
446
AGH Wealth Advisors
Kansas
$5.14M +$169K +1,479 +4%
EWM
447
Echo Wealth Management
Minnesota
$5.13M +$108K +946 +2%
LIA
448
Luken Investment Analytics
Tennessee
$5.11M -$29.3K -256 -0.6%
ASN
449
Advisory Services Network
Georgia
$5.11M +$46K +402 +0.9%
MCM
450
MidAtlantic Capital Management
Virginia
$5.1M -$193K -1,691 -4%