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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Prosperity Planning
Missouri
$945K -$28.8K -503 -3%
ML
452
McAdam LLC
Pennsylvania
$937K +$24.1K +420 +3%
AWS
453
Arkfeld Wealth Strategies
Nebraska
$932K +$12.5K +219 +1%
SIAS
454
Summit Investment Advisory Services
Minnesota
$926K +$53.3K +930 +7%
BRWA
455
B. Riley Wealth Advisors
Florida
$913K +$131K +2,284 +18%
Betterment LLC
456
Betterment LLC
New York
$897K +$71.1K +1,242 +9%
SFP
457
Shepherd Financial Partners
Massachusetts
$886K +$832K +14,524 New
CA
458
Centerpoint Advisors
Massachusetts
$876K -$10.5K -183 -1%
MGIA
459
Moneta Group Investment Advisors
Missouri
$876K -$8.88K -155 -1%
GEA
460
Glen Eagle Advisors
New Jersey
$870K +$153K +2,671 +23%
AWAU
461
Alliance Wealth Advisors (Utah)
Utah
$864K +$1.78K +31 +0.2%
BEI
462
Benjamin Edwards Inc
Missouri
$849K -$73.2K -1,277 -8%
GM
463
GeoWealth Management
Illinois
$841K +$215K +3,760 +38%
PFA
464
Pinnacle Family Advisors
Missouri
$835K +$43.4K +757 +6%
JWBC
465
John W. Brooker & Co
California
$834K +$3.67K +64 +0.5%
IHWM
466
Iron Horse Wealth Management
Iowa
$831K -$384K -6,705 -33%
TPWM
467
Twelve Points Wealth Management
Massachusetts
$828K -$174K -3,030 -18%
TFS
468
Thoroughbred Financial Services
Tennessee
$826K +$18.3K +320 +2%
ISWM
469
Independent Solutions Wealth Management
New York
$821K -$11.9K -208 -2%
MWM
470
MY Wealth Management
Maryland
$814K
SI
471
Stephens Inc
Arkansas
$812K +$339K +5,915 +80%
FWM
472
Fingerlakes Wealth Management
New York
$808K -$25.9K -453 -3%
PT
473
Plimoth Trust
Massachusetts
$807K -$68.7K -1,200 -8%
VCM
474
Vigilant Capital Management
Maine
$793K
GW
475
GW & Wade
Massachusetts
$790K