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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
476
D.E. Shaw & Co
New York
$4.47M +$4.3M +37,606 New
CPIG
477
Chicago Partners Investment Group
Illinois
$4.45M +$206K +1,801 +5%
KWA
478
Kingswood Wealth Advisors
California
$4.38M -$14.5K -127 -0.3%
VWA
479
Visionary Wealth Advisors
Illinois
$4.37M +$217K +1,901 +5%
XPN
480
XY Planning Network
Montana
$4.35M +$264K +2,306 +7%
FIC
481
FCG Investment Company
Tennessee
$4.34M -$221K -1,934 -5%
MAS
482
MPWM Advisory Solutions
Georgia
$4.33M -$222K -1,939 -5%
YWM
483
Yukon Wealth Management
Kansas
$4.25M +$886K +7,754 +28%
CGFA
484
Colton Groome Financial Advisors
North Carolina
$4.24M -$139K -1,215 -3%
SA
485
Scarborough Advisors
Maryland
$4.21M -$11M -95,978 -73%
BWA
486
Boulder Wealth Advisors
Colorado
$4.15M +$172K +1,505 +5%
William Blair & Company
487
William Blair & Company
Illinois
$4.12M -$241K -2,105 -6%
Betterment LLC
488
Betterment LLC
New York
$4.11M -$977K -8,550 -20%
AFP
489
Ausdal Financial Partners
Iowa
$4.08M +$412K +3,601 +12%
WAG
490
Winthrop Advisory Group
Massachusetts
$4.08M -$45.3K -396 -1%
VFA
491
Valeo Financial Advisors
Indiana
$4.07M -$1.49K -13 -0%
NEWAS
492
N.E.W. Advisory Services
Wisconsin
$4.07M -$6.97K -61 -0.2%
SFA
493
Sequoia Financial Advisors
Ohio
$4.06M -$156K -1,363 -4%
ISFAN
494
Investor's Fiduciary Advisor Network
Washington
$4.05M -$262K -2,293 -6%
MWM
495
Mission Wealth Management
California
$4.04M -$389K -3,405 -9%
MWC
496
MBM Wealth Consultants
Missouri
$4.04M -$323K -2,826 -8%
LFG
497
Larson Financial Group
Missouri
$4.02M +$155K +1,357 +4%
SW
498
SkyOak Wealth
Michigan
$3.98M +$104K +910 +3%
FNWA
499
Financial Network Wealth Advisors
Utah
$3.97M +$124K +1,082 +3%
TW
500
Towerpoint Wealth
California
$3.95M -$34.4K -301 -0.9%