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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
476
Summit Investment Advisory Services
Minnesota
$3.11M +$46.1K +538 +2%
SW
477
SkyOak Wealth
Michigan
$3.11M +$167K +1,950 +6%
MWM
478
Marietta Wealth Management
Georgia
$3.08M
SCM
479
Saxony Capital Management
Missouri
$3.03M +$1.39M +16,253 +104%
CCC
480
Compass Capital Corp
Massachusetts
$3.03M -$87.2K -1,017 -3%
VFA
481
Valeo Financial Advisors
Indiana
$3.03M +$8.4K +98 +0.3%
WFA
482
Wells Financial Advisors
Massachusetts
$3.02M -$93.9K -1,095 -3%
PWM
483
Pinnacle Wealth Management
California
$3.02M +$2.72M +31,686 New
FA
484
Fountainhead AM
New Jersey
$2.99M +$2.68M +31,320 New
Franklin Resources
485
Franklin Resources
California
$2.98M +$1.53M +17,828 +132%
WMWM
486
Wilkins Miller Wealth Management
Alabama
$2.93M +$503K +5,866 +24%
SP
487
Stonebrook Private
Michigan
$2.84M -$4.76M -55,571 -65%
LTL
488
Lowery Thomas LLC
California
$2.83M -$21.8K -254 -0.8%
PFA
489
Pinnacle Family Advisors
Missouri
$2.8M +$598K +6,978 +31%
WFP
490
Wrenne Financial Planning
Kentucky
$2.79M +$181K +2,112 +8%
DWS
491
Dynamic Wealth Strategies
California
$2.78M -$2.14M -25,022 -46%
CPIG
492
Chicago Partners Investment Group
Illinois
$2.77M +$281K +3,283 +13%
YWM
493
Yukon Wealth Management
Kansas
$2.77M -$627K -7,318 -20%
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$2.77M -$295K -3,440 -11%
CAMG
495
CWA Asset Management Group
Florida
$2.76M -$13.9K -162 -0.6%
BFF
496
Byrne Financial Freedom
Massachusetts
$2.76M +$27.7K +323 +1%
GSIS
497
Global Strategic Investment Solutions
Arizona
$2.71M -$17.9K -209 -0.7%
KMWM
498
Keudell/Morrison Wealth Management
Oregon
$2.69M +$343 +4 +0%
HF
499
HRT Financial
New York
$2.68M +$2.41M +28,161 New
FNWA
500
Financial Network Wealth Advisors
Utah
$2.66M -$21.7K -253 -0.9%