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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
Sightline Wealth Advisors
Connecticut
$4.73M +$697K +6,575 +17%
UWM
427
USAdvisors Wealth Management
Minnesota
$4.72M -$314K -2,966 -6%
SL
428
Sentinus LLC
Illinois
$4.72M +$3.75M +35,403 +400%
BWA
429
Boulder Wealth Advisors
Colorado
$4.72M +$258K +2,437 +6%
AIA
430
Aventus Investment Advisors
Florida
$4.72M +$139K +1,307 +3%
LIA
431
Luken Investment Analytics
Tennessee
$4.71M +$61.6K +581 +1%
NF
432
Nvest Financial
New Hampshire
$4.71M +$1.19M +11,228 +34%
CA
433
Continuum Advisory
Idaho
$4.7M +$110K +1,036 +2%
LWM
434
Lionshead Wealth Management
New York
$4.65M -$160K -1,511 -3%
WWM
435
Westwood Wealth Management
California
$4.65M +$4.62M +43,544 New
BHBT
436
Burke & Herbert Bank & Trust
Virginia
$4.64M -$42.3K -399 -0.9%
GG
437
Greenwood Gearhart
Arkansas
$4.62M -$1.12M -10,580 -20%
Betterment LLC
438
Betterment LLC
New York
$4.6M -$138K -1,301 -3%
SAI
439
Savvy Advisors Inc
New York
$4.6M +$353K +3,330 +8%
PIFP
440
Partners in Financial Planning
Virginia
$4.58M +$15.7K +148 +0.3%
Susquehanna International Group
441
Susquehanna International Group
Pennsylvania
$4.58M +$2.12M +19,962 +87%
AT
442
American Trust
Kentucky
$4.56M -$2.23K -21 -0%
CWMS
443
Cannon Wealth Management Services
North Carolina
$4.56M -$403K -3,801 -8%
ASN
444
Advisory Services Network
Georgia
$4.55M +$3.83M +36,168 +558%
NG
445
Norden Group
Utah
$4.55M -$148K -1,397 -3%
OWA
446
Opal Wealth Advisors
New York
$4.48M -$134K -1,264 -3%
MWM
447
Modera Wealth Management
New Jersey
$4.47M -$87.3K -824 -2%
IA
448
Inspire Advisors
Idaho
$4.46M +$316K +2,985 +8%
US Bancorp
449
US Bancorp
Minnesota
$4.45M -$437K -4,126 -9%
RFN
450
RDA Financial Network
Iowa
$4.44M -$90.7K -856 -2%