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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
26
Willis Johnson & Associates
Texas
$335M +$3.06M +26,747 +1%
SC
27
Savant Capital
Illinois
$324M +$170M +1,491,225 +100%
PAG
28
Private Advisor Group
New Jersey
$312M +$49.1M +429,122 +20%
Truist Financial
29
Truist Financial
North Carolina
$311M +$4.26M +37,246 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$308M +$30.5M +266,501 +11%
HighTower Advisors
31
HighTower Advisors
Illinois
$293M +$4.13M +36,105 +1%
HWM
32
HB Wealth Management
Georgia
$291M -$36.8M -321,694 -12%
NP
33
NorthRock Partners
Minnesota
$277M +$15.1M +132,109 +6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$273M +$104M +905,976 +65%
CWM
35
Connecticut Wealth Management
Connecticut
$258M +$6.63M +57,996 +3%
TCIIS
36
TIAA-CREF Individual & Institutional Services
New York
$254M +$38.3M +334,586 +19%
SCM
37
SCS Capital Management
Massachusetts
$230M -$655K -5,727 -0.3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$216M -$4.08M -35,687 -2%
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$213M +$7.72M +67,524 +4%
Stifel Financial
40
Stifel Financial
Missouri
$211M -$1.22M -10,678 -0.6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$207M +$25.7M +224,565 +15%
DWM
42
Diversify Wealth Management
Utah
$202M +$11.4M +99,419 +6%
DAS
43
Diversify Advisory Services
Utah
$202M +$202M +1,766,081 New
KWM
44
Kingsview Wealth Management
Oregon
$191M +$94.3K +825 +0.1%
IWC
45
Integrated Wealth Concepts
Massachusetts
$186M +$56.2M +491,733 +46%
FWM
46
Focused Wealth Management
New York
$182M +$3.31M +28,949 +2%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$181M +$73.6M +643,589 +69%
CA
48
CoreCap Advisors
Michigan
$177M +$5.76M +50,393 +4%
ONB
49
Old National Bancorp
Indiana
$170M -$2.83M -24,747 -2%
OWA
50
Octavia Wealth Advisors
Ohio
$167M +$1.4M +12,275 +0.9%