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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Concentric Wealth Management
California
$206K – – –
MAS
452
Madden Advisory Services
Florida
$205K -$17.2K -307 -8%
DI
453
DFPG Investments
Utah
$204K -$110K -1,959 -36%
AFA
454
Atlanta Financial Associates
Georgia
$203K – – –
PO
455
Private Ocean
California
$203K – – –
BBPWM
456
Blue Bell Private Wealth Management
Pennsylvania
$203K +$202K +3,600 New
KTA
457
Keeley-Teton Advisors
Illinois
$203K +$202K +3,600 New
Bank Julius Baer & Co
458
Bank Julius Baer & Co
Switzerland
$201K -$1.34K -24 -0.7%
BHBT
459
Burke & Herbert Bank & Trust
Virginia
$201K +$200K +3,564 New
FCA
460
FinTrust Capital Advisors
South Carolina
$194K – – –
AWM
461
Accel Wealth Management
Iowa
$175K +$56 +1 +0%
ACA
462
Aptus Capital Advisors
Alabama
$171K -$2.75K -49 -2%
FFA
463
Freedman Financial Associates
Massachusetts
$169K – – –
CAL
464
Capital Advisors Ltd
Ohio
$147K – – –
MAM
465
Meeder Asset Management
Ohio
$137K – – –
AIP
466
Ameritas Investment Partners
Nebraska
$135K – – –
Bank of Montreal
467
Bank of Montreal
Ontario, Canada
$125K -$28K -500 -19%
TFGT
468
TS Financial Group (TSFG)
Illinois
$124K +$82K +1,463 +199%
TRCT
469
Tower Research Capital (TRC)
New York
$120K -$180K -3,219 -60%
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K +$115K +2,059 New
FWP
471
FAS Wealth Partners
Kansas
$115K – – –
PA
472
Parallel Advisors
California
$109K – – –
OSNBOA
473
Old Second National Bank of Aurora
Illinois
$106K -$1.29K -23 -1%
TCWM
474
Total Clarity Wealth Management
Illinois
$106K +$106K +1,887 New
PWMG
475
Prestige Wealth Management Group
New Jersey
$102K – – –