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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$26.6M +$9.54M +244,101 +56%
IWA
27
Inspirion Wealth Advisors
Illinois
$25M -$249K -6,363 -1%
AWM
28
Altium Wealth Management
New York
$24.6M +$1.88M +48,009 +8%
RCIM
29
Red Cedar Investment Management
Michigan
$24.1M +$1.11M +28,358 +5%
CWM
30
Connecticut Wealth Management
Connecticut
$23.8M +$12.9M +330,150 +117%
FNT
31
First National Trust
Pennsylvania
$23M -$91.6K -2,344 -0.4%
ONB
32
Old National Bancorp
Indiana
$22.9M +$22.2M +568,072 +2,909%
FFG
33
Ford Financial Group
California
$22.6M +$1.96M +50,193 +9%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$22.4M +$19.2M +491,727 +577%
AssetMark Inc
35
AssetMark Inc
California
$21.3M +$5.75M +147,177 +37%
RA
36
RFG Advisory
Alabama
$20.5M +$5.43M +138,972 +36%
HB
37
Homrich & Berg
Georgia
$20.4M +$2.87M +73,388 +16%
FPIS
38
Financial Planning & Information Services
Wisconsin
$20.4M +$2M +51,073 +11%
AA
39
Advisory Alpha
Michigan
$19.8M +$2.27M +58,170 +13%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$18.9M
Goldman Sachs
41
Goldman Sachs
New York
$18.1M +$768K +19,666 +4%
CFS
42
Cannon Financial Strategists
Georgia
$17.3M +$4.18M +106,979 +32%
UCFA
43
United Capital Financial Advisors
Texas
$17.2M +$8.23M +210,700 +91%
RWM
44
Reston Wealth Management
Virginia
$17.1M +$17.2M +439,631 New
AI
45
Atria Investments
North Carolina
$15.8M -$1.62M -41,501 -9%
JWM
46
Jackson Wealth Management
Florida
$14.7M +$938K +24,017 +7%
PC
47
Permanens Capital
New York
$14M +$464K +11,872 +3%
EWM
48
Executive Wealth Management
Michigan
$13.6M +$387K +9,914 +3%
NP
49
NorthRock Partners
Minnesota
$13.4M +$13.2M +336,671 +4,254%
CM
50
Churchill Management
California
$12.8M +$1.44M +36,906 +13%