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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
26
Private Trust Company
Ohio
$593K +$75.6K +3,080 +15%
Creative Planning
27
Creative Planning
Kansas
$487K -$69.4K -2,828 -13%
LIA
28
LBMC Investment Advisors
Tennessee
$441K – – –
BTS
29
BB&T Securities
Virginia
$400K +$4.52K +184 +1%
FAAS
30
First Allied Advisory Services
California
$394K +$59.8K +2,436 +18%
FSC
31
Fiduciary Services Corp
Georgia
$337K +$56.8K +2,312 +20%
MAA
32
Managed Account Advisors
New Jersey
$293K +$292K +11,884 New
SI
33
SII Investments
Wisconsin
$290K -$10.3K -420 -3%
SPC
34
Sigma Planning Corp
Michigan
$278K +$277K +11,268 New
GT
35
Glenmede Trust
Pennsylvania
$274K – – –
HFS
36
HL Financial Services
Kentucky
$270K -$5.79K -236 -2%
SWP
37
Stratos Wealth Partners
Ohio
$230K – – –
AEPG
38
American Economic Planning Group
New Jersey
$222K +$786 +32 +0.4%
AIP
39
Ameritas Investment Partners
Nebraska
$157K +$157K +6,400 New
HNB
40
Huntington National Bank
Ohio
$122K +$121K +4,940 New
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$98K – – –
MFS
42
MSI Financial Services
Massachusetts
$90K +$20.7K +844 +30%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$74K +$73.7K +3,000 New
OIA
44
Optimum Investment Advisors
Illinois
$50K +$98 +4 +0.2%
CAL
45
Capital Advisors Ltd
Ohio
$48K – – –
UFA
46
US Financial Advisors
Massachusetts
$39K +$4.91K +200 +14%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$31.8K +1,296 New
TFA
48
Transamerica Financial Advisors
Florida
$20K +$19.6K +800 New
FHA
49
First Horizon Advisors
Tennessee
$11K – – –
PFO
50
Pathstone Family Office
New Jersey
$10K – – –