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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTL
426
Lowery Thomas LLC
California
$2.31M -$81.7K -1,174 -4%
BWM
427
BlackDiamond Wealth Management
New York
$2.3M +$2.19M +31,431 New
TWM
428
Triton Wealth Management
Arizona
$2.28M -$13K -187 -0.6%
MA
429
MONECO Advisors
Connecticut
$2.28M +$464K +6,666 +27%
WFP
430
Wrenne Financial Planning
Kentucky
$2.27M -$1.03M -14,841 -32%
EWA
431
EP Wealth Advisors
California
$2.27M -$140K -2,014 -6%
FIM
432
Fernwood Investment Management
Massachusetts
$2.25M +$172K +2,473 +9%
BW
433
BIP Wealth
Georgia
$2.24M +$161K +2,313 +8%
NEWAS
434
N.E.W. Advisory Services
Wisconsin
$2.21M -$2.55M -36,682 -55%
ACM
435
Advance Capital Management
Michigan
$2.18M +$23K +331 +1%
GSIS
436
Global Strategic Investment Solutions
Arizona
$2.17M +$2.85K +41 +0.1%
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M +$324K +4,648 +19%
WWA
438
WCG Wealth Advisors
Nevada
$2.09M -$133K -1,912 -6%
IMC Chicago
439
IMC Chicago
Illinois
$2.08M +$791K +11,365 +67%
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$2.07M +$1.63M +23,405 +486%
VFA
441
Valeo Financial Advisors
Indiana
$2.06M +$24.3K +349 +1%
ST
442
Sabal Trust
Florida
$2.06M +$1.96M +28,130 New
William Blair & Company
443
William Blair & Company
Illinois
$2.05M +$55K +790 +3%
LNC
444
Lincoln National Corp
Pennsylvania
$2.03M +$324K +4,653 +20%
NF
445
Nvest Financial
New Hampshire
$2.02M -$38.5K -553 -2%
TRCT
446
Tower Research Capital (TRC)
New York
$1.98M +$1.87M +26,817 +12,650%
CIAS
447
Capital Investment Advisory Services
North Carolina
$1.97M -$110K -1,584 -6%
GWM
448
Gibbs Wealth Management
Georgia
$1.95M +$1.86M +26,717 New
SF
449
Safeguard Financial
Wisconsin
$1.95M -$51.4K -739 -3%
OBWG
450
Onyx Bridge Wealth Group
New York
$1.94M +$59.7K +858 +3%