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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Concentric Wealth Management
California
$218K -$10.6K -176 -5%
IP
477
Investment Partners
Ohio
$218K +$208K +3,463 New
FCA
478
FinTrust Capital Advisors
South Carolina
$216K – – –
BFA
479
Beaumont Financial Advisors
Massachusetts
$210K +$200K +3,330 New
IIA
480
IPG Investment Advisors
California
$210K +$200K +3,332 New
SWA
481
SFMG Wealth Advisors
Texas
$209K +$199K +3,320 New
AC
482
Abbrea Capital
California
$207K +$197K +3,281 New
RWA
483
Redhawk Wealth Advisors
Minnesota
$204K -$86.7K -1,445 -31%
WANY
484
Wealthspire Advisors (New York)
New York
$204K -$73.5K -1,225 -27%
WWM
485
WJ Wealth Management
Arizona
$204K +$194K +3,238 New
CAAS
486
Capital Asset Advisory Services
Michigan
$196K +$183K +3,058 +5,365%
AWM
487
Accel Wealth Management
Iowa
$195K +$120 +2 +0.1%
ACA
488
Aptus Capital Advisors
Alabama
$191K – – –
FFA
489
Freedman Financial Associates
Massachusetts
$189K – – –
MAM
490
Meeder Asset Management
Ohio
$183K +$28.2K +470 +19%
Bank of Montreal
491
Bank of Montreal
Ontario, Canada
$173K +$38.4K +640 +30%
FWP
492
FAS Wealth Partners
Kansas
$169K +$38.7K +646 +32%
CAL
493
Capital Advisors Ltd
Ohio
$165K – – –
CF
494
Centaurus Financial
California
$153K -$2.54M -42,329 -95%
AIP
495
Ameritas Investment Partners
Nebraska
$149K -$2.4K -40 -2%
RDWM
496
Red Door Wealth Management
Tennessee
$146K -$108K -1,801 -44%
SMG
497
Spectrum Management Group
Indiana
$145K -$127K -2,120 -48%
TFGT
498
TS Financial Group (TSFG)
Illinois
$139K +$240 +4 +0.2%
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K – – –
SMA
500
Sage Mountain Advisors
Georgia
$126K +$23K +384 +24%