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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
451
Teamwork Financial Advisors
Texas
$630K +$1.26K +18 +0.2%
FIG
452
FundX Investment Group
California
$626K -$323K -4,630 -35%
GT
453
Glenmede Trust
Pennsylvania
$605K -$53.5K -767 -8%
BC
454
Burleson & Co
California
$603K +$172K +2,461 +42%
WAM
455
Wallington Asset Management
Indiana
$599K -$186K -2,660 -24%
IP
456
Ignite Planners
California
$591K +$613K +8,779 New
AF
457
Arrow Financial
New York
$585K +$128K +1,834 +29%
ACM
458
Advance Capital Management
Michigan
$583K +$561K +8,039 New
SI
459
Stephens Inc
Arkansas
$580K +$5.86K +84 +1%
MCM
460
MAI Capital Management
Ohio
$572K +$17K +244 +3%
KCM
461
Kennicott Capital Management
California
$556K
Northern Trust
462
Northern Trust
Illinois
$556K
FPAS
463
Focus Partners Advisor Solutions
Missouri
$552K +$532K +7,618 New
LAS
464
Lloyd Advisory Services
Georgia
$551K -$385K -5,512 -42%
CWS
465
Confluence Wealth Services
Pennsylvania
$551K +$531K +7,609 New
Millennium Management
466
Millennium Management
New York
$546K +$526K +7,538 New
CWMGP
467
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$545K +$525K +7,523 New
SF
468
Synovus Financial
Georgia
$543K +$5.17K +74 +1%
FFM
469
Forum Financial Management
Illinois
$542K +$522K +7,478 New
LAS
470
LWM Advisory Services
Florida
$541K +$521K +7,464 New
MWC
471
MBM Wealth Consultants
Missouri
$540K -$349 -5 -0.1%
CPA
472
Cardiff Park Advisors
California
$535K +$516K +7,387 New
SEI Investments
473
SEI Investments
Pennsylvania
$531K -$11.1K -159 -2%
HCWM
474
Harrison & Co Wealth Management
Virginia
$530K +$510K +7,312 New
ACI
475
Alpha Cubed Investments
California
$529K