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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WrapManager Inc
California
$6.48M +$6.66M +193,326 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.24M +$5.88M +170,684 +1,174%
FNT
28
First National Trust
Pennsylvania
$6.14M +$1.49M +43,335 +31%
CCP
29
Cardan Capital Partners
Colorado
$6.12M +$6.3M +182,702 New
FSA
30
Financial Services Advisory
Maryland
$5.94M +$6.1M +177,091 New
LWS
31
Lucia Wealth Services
California
$5.9M +$4.54M +131,657 +297%
AWM
32
Altium Wealth Management
New York
$5.48M +$2.66M +77,289 +90%
GP
33
Girard Partners
Pennsylvania
$5.46M +$197K +5,715 +4%
FIM
34
Freedom Investment Management
Connecticut
$4.81M +$3.18M +92,292 +180%
CWSR
35
Chessman Wealth Strategies RIA
Texas
$4.38M -$1.27M -36,835 -22%
WAS
36
Winch Advisory Services
Wisconsin
$4.33M +$4.45M +129,228 New
OC
37
Oarsman Capital
Wisconsin
$4.23M +$250K +7,251 +6%
CCMG
38
Clark Capital Management Group
Pennsylvania
$3.59M +$3.69M +107,087 New
NEIRG
39
New England Investment & Retirement Group
Massachusetts
$3.41M +$3.51M +101,830 New
PA
40
Probity Advisors
Texas
$3.28M +$2.41M +69,807 +249%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.07M +$517K +15,013 +20%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.78M +$819K +23,772 +40%
KWM
43
Kingsview Wealth Management
Oregon
$2.74M +$172K +4,996 +7%
Jane Street
44
Jane Street
New York
$2.7M +$2.78M +80,610 New
FPIS
45
Financial Planning & Information Services
Wisconsin
$2.37M +$2.44M +70,701 New
SFM
46
Signet Financial Management
New Jersey
$2.33M +$1.1M +32,035 +85%
UR
47
USCA RIA
Texas
$2.33M +$1.5M +43,555 +168%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.28M -$160K -4,641 -6%
Lido Advisors
49
Lido Advisors
California
$2.26M -$279K -8,101 -11%
PWAG
50
Polaris Wealth Advisory Group
California
$2.23M +$2.29M +66,444 New