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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
Birchcreek Wealth Management
Ohio
$49K +$47.5K +903 New
FCH
502
Freestone Capital Holdings
Washington
$46.8K +$44.5K +847 New
BC
503
Bartlett & Co
Ohio
$46K – – –
BCWM
504
Bartlett & Co Wealth Management
Ohio
$45.6K – – –
TC
505
Truvestments Capital
Florida
$45K +$43.1K +820 New
DSC
506
Duncker Streett & Co
Missouri
$41K – – –
TFGT
507
TS Financial Group (TSFG)
Illinois
$41K – – –
CL
508
COWA LLC
Oklahoma
$40K +$37.7K +718 New
CPFP
509
Clear Perspectives Financial Planning
Ohio
$39K +$37.3K +710 New
SL
510
Savior LLC
Massachusetts
$38K – – –
MIM
511
Macroview Investment Management
Maryland
$35K -$210 -4 -0.6%
SFP
512
Sterling Financial Planning
New Jersey
$34K +$32K +609 New
CFA
513
Carroll Financial Associates
North Carolina
$29K +$4.78K +91 +20%
CHA
514
Carmichael Hill & Associates
Maryland
$28K – – –
BWL
515
Bogart Wealth LLC
Virginia
$27K – – –
PFO
516
Pathstone Family Office
New Jersey
$24K +$53 +1 +0.2%
RCA
517
Ranch Capital Advisors
Florida
$22K -$12.9K -245 -38%
KPCM
518
Kings Point Capital Management
New York
$20K +$18.8K +357 New
PCFFS
519
Pacific Center for Financial Services
California
$19K +$53 +1 +0.3%
JWM
520
Janiczek Wealth Management
Colorado
$18K – – –
BA
521
Bellwether Advisors
Nebraska
$18K +$17.8K +338 New
CCM
522
Covington Capital Management
California
$17K – – –
First Manhattan
523
First Manhattan
New York
$17K – – –
D
524
Diversified
Delaware
$17K +$18.1K +345 New
CAM
525
Costello Asset Management
Pennsylvania
$15K – – –