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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
476
CreativeOne Wealth
Kansas
$596K -$14.2K -268 -2%
CS
477
Crescent Sterling
Louisiana
$596K +$77.9K +1,472 +16%
Kovitz Investment Group Partners
478
Kovitz Investment Group Partners
Illinois
$584K +$243K +4,590 +77%
HWA
479
HHM Wealth Advisors
Tennessee
$583K -$63.3K -1,195 -10%
CWM
480
Catalyst Wealth Management
Georgia
$576K -$14.2K -269 -3%
SWM
481
SFG Wealth Management
Maryland
$568K +$31.8K +601 +6%
FNBOO
482
First National Bank of Omaha
Nebraska
$567K – – –
PA
483
PFG Advisors
Arizona
$567K -$62.6K -1,183 -10%
HVIA
484
Hudson Valley Investment Advisors
New York
$564K +$54.6K +1,031 +11%
IA
485
IFG Advisory
Georgia
$563K -$87.2K -1,647 -14%
DADC
486
D.A. Davidson & Co
Montana
$559K +$28.4K +536 +6%
SS
487
Sunbelt Securities
Texas
$558K +$53 +1 +0%
BC
488
Brio Consultants
California
$556K -$44.1K -833 -8%
GM
489
GeoWealth Management
Illinois
$554K +$512K +9,660 +2,698%
Northern Trust
490
Northern Trust
Illinois
$551K -$981K -18,527 -65%
KF
491
Krilogy Financial
Missouri
$550K +$526K +9,941 New
OCPWS
492
One Charles Private Wealth Services
Massachusetts
$550K – – –
LL
493
LWMG LLC
Minnesota
$547K +$530 +10 +0.1%
FW
494
FirstPurpose Wealth
Utah
$544K +$107K +2,015 +26%
MFWP
495
Mosaic Family Wealth Partners
Missouri
$539K -$278K -5,259 -35%
CCA
496
Cadent Capital Advisors
Oklahoma
$537K +$900 +17 +0.2%
Bank of New York Mellon
497
Bank of New York Mellon
New York
$531K -$724K -13,676 -59%
SPWM
498
Schrum Private Wealth Management
Florida
$531K -$73.4K -1,386 -13%
FA
499
Fiduciary Alliance
South Carolina
$527K +$14.5K +273 +3%
CC
500
Callan Capital
California
$517K -$15.8K -298 -3%