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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
451
Winthrop Advisory Group
Massachusetts
$2.98M +$161K +1,863 +6%
TI
452
Tidal Investments
Wisconsin
$2.98M -$194K -2,246 -6%
ISB
453
Iowa State Bank
Iowa
$2.98M -$132K -1,528 -4%
KFS
454
Kelly Financial Services
Massachusetts
$2.96M +$2.91M +33,720 New
SAI
455
Savvy Advisors Inc
New York
$2.96M +$846K +9,788 +41%
SIAS
456
Summit Investment Advisory Services
Minnesota
$2.96M +$68.6K +794 +2%
SEA
457
Stegent Equity Advisors
Texas
$2.95M +$8.73K +101 +0.3%
SFC
458
Strategic Financial Concepts
Texas
$2.94M +$2.27M +26,281 +364%
SW
459
SkyOak Wealth
Michigan
$2.94M -$108K -1,245 -4%
AFM
460
Aspetuck Financial Management
Connecticut
$2.92M +$2.87M +33,196 New
LIA
461
LBMC Investment Advisors
Tennessee
$2.91M +$3.2K +37 +0.1%
WFA
462
Wells Financial Advisors
Massachusetts
$2.9M -$573K -6,634 -17%
MWM
463
Marietta Wealth Management
Georgia
$2.86M
PIFP
464
Partners in Financial Planning
Virginia
$2.86M -$4.32K -50 -0.2%
Betterment LLC
465
Betterment LLC
New York
$2.84M +$237K +2,741 +9%
RFW
466
Rainier Family Wealth
Washington
$2.83M +$2.78M +32,214 New
TCMP
467
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.82M -$2.32M -26,843 -46%
CAS
468
Coppell Advisory Solutions
Texas
$2.8M -$332K -3,837 -11%
GEA
469
Glen Eagle Advisors
New Jersey
$2.8M -$773K -8,942 -22%
VFA
470
Valeo Financial Advisors
Indiana
$2.79M +$201K +2,331 +8%
EWA
471
EP Wealth Advisors
California
$2.77M -$159K -1,843 -6%
AQR Capital Management
472
AQR Capital Management
Connecticut
$2.76M +$925K +10,708 +52%
HFA
473
Hershey Financial Advisers
Pennsylvania
$2.74M +$2.69M +31,154 New
FIA
474
Foundations Investment Advisors
Arizona
$2.71M -$2.04M -23,620 -43%
PNC Financial Services Group
475
PNC Financial Services Group
Pennsylvania
$2.7M +$1.04M +12,004 +64%