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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
476
Kingswood Wealth Advisors
California
$4.38M -$14.5K -127 -0.3%
VWA
477
Visionary Wealth Advisors
Illinois
$4.37M +$217K +1,901 +5%
XPN
478
XY Planning Network
Montana
$4.35M +$264K +2,306 +7%
FIC
479
FCG Investment Company
Tennessee
$4.34M -$221K -1,934 -5%
MAS
480
MPWM Advisory Solutions
Georgia
$4.33M -$222K -1,939 -5%
YWM
481
Yukon Wealth Management
Kansas
$4.25M +$886K +7,754 +28%
CGFA
482
Colton Groome Financial Advisors
North Carolina
$4.24M -$139K -1,215 -3%
SA
483
Scarborough Advisors
Maryland
$4.21M -$11M -95,978 -73%
BWA
484
Boulder Wealth Advisors
Colorado
$4.15M +$172K +1,505 +5%
William Blair & Company
485
William Blair & Company
Illinois
$4.12M -$241K -2,105 -6%
Betterment LLC
486
Betterment LLC
New York
$4.11M -$977K -8,550 -20%
AFP
487
Ausdal Financial Partners
Iowa
$4.08M +$412K +3,601 +12%
WAG
488
Winthrop Advisory Group
Massachusetts
$4.08M -$45.3K -396 -1%
VFA
489
Valeo Financial Advisors
Indiana
$4.07M -$1.49K -13 -0%
NEWAS
490
N.E.W. Advisory Services
Wisconsin
$4.07M -$6.97K -61 -0.2%
SFA
491
Sequoia Financial Advisors
Ohio
$4.06M -$156K -1,363 -4%
ISFAN
492
Investor's Fiduciary Advisor Network
Washington
$4.05M -$262K -2,293 -6%
MWM
493
Mission Wealth Management
California
$4.04M -$389K -3,405 -9%
MWC
494
MBM Wealth Consultants
Missouri
$4.04M -$323K -2,826 -8%
LFG
495
Larson Financial Group
Missouri
$4.02M +$155K +1,357 +4%
SW
496
SkyOak Wealth
Michigan
$3.98M +$104K +910 +3%
FNWA
497
Financial Network Wealth Advisors
Utah
$3.97M +$124K +1,082 +3%
TW
498
Towerpoint Wealth
California
$3.95M -$34.4K -301 -0.9%
US Bancorp
499
US Bancorp
Minnesota
$3.94M -$352K -3,079 -9%
LIA
500
LBMC Investment Advisors
Tennessee
$3.93M +$2.86K +25 +0.1%