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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
426
Newbridge Financial Services Group
Florida
$654K +$605K +9,295 +1,608%
FFM
427
Forum Financial Management
Illinois
$649K +$152K +2,331 +31%
LMKC
428
L.M. Kohn & Company
Ohio
$641K +$630K +9,682 New
OCPWS
429
One Charles Private Wealth Services
Massachusetts
$638K – – –
CCA
430
Cadent Capital Advisors
Oklahoma
$637K +$1.11K +17 +0.2%
Betterment LLC
431
Betterment LLC
New York
$635K +$40.9K +628 +7%
DADC
432
D.A. Davidson & Co
Montana
$628K +$1.11K +17 +0.2%
WSWA
433
Warren Street Wealth Advisors
California
$625K -$3.02M -46,473 -83%
WH
434
Willner & Heller
California
$622K -$120K -1,850 -18%
MFA
435
McClarren Financial Advisors
Pennsylvania
$622K -$130 -2 -0%
USCWA
436
U.S. Capital Wealth Advisors
Texas
$621K -$10.9M -168,038 -95%
LFM
437
Lumina Fund Management
New York
$620K +$610K +9,370 New
CG
438
Colony Group
Massachusetts
$614K -$447K -6,863 -43%
LJAC
439
L.J. Altfest & Co
New York
$607K -$87.7K -1,347 -13%
CB
440
Community Bank
New York
$605K -$70.8K -1,088 -11%
LAS
441
LWM Advisory Services
Florida
$597K +$101K +1,554 +21%
SMA
442
Sage Mountain Advisors
Georgia
$590K – – –
BG
443
Benedetti & Gucer
Georgia
$588K -$20.1K -309 -3%
CG
444
Cutler Group
California
$582K +$573K +8,800 New
PCA
445
Permit Capital Advisors
Pennsylvania
$581K +$601K +9,231 New
3F
446
360 Financial
Minnesota
$580K -$87.5K -1,345 -12%
BA
447
Ballast Advisors
Minnesota
$573K -$5.01K -77 -0.9%
SPC
448
Sigma Planning Corp
Michigan
$560K -$155K -2,384 -22%
SI
449
Stephens Inc
Arkansas
$557K +$26.4K +406 +5%
IP
450
Ignite Planners
California
$555K +$31K +476 +5%