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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
501
Financial Network Wealth Advisors
Utah
$3.19M +$118K +1,115 +4%
AWAU
502
Alliance Wealth Advisors (Utah)
Utah
$3.19M -$792K -7,471 -20%
TCWA
503
Turtle Creek Wealth Advisors
Texas
$3.19M
CG
504
Caprock Group
Idaho
$3.18M -$48.7K -459 -2%
KMWM
505
Keudell/Morrison Wealth Management
Oregon
$3.17M +$3.15M +29,726 New
ETS
506
ESL Trust Services
New York
$3.15M -$63M -594,084 -95%
CAS
507
Coppell Advisory Solutions
Texas
$3.12M -$1.35M -12,740 -31%
OPTFSNA
508
Old Point Trust & Financial Services N A
Virginia
$3.11M +$1.86M +17,516 +151%
SFG
509
Shum Financial Group
California
$3.11M -$10.4K -98 -0.3%
SIAS
510
Summit Investment Advisory Services
Minnesota
$3.08M -$229K -2,163 -7%
VFG
511
Victory Financial Group
Texas
$3.08M +$501K +4,724 +20%
WMWM
512
Wilkins Miller Wealth Management
Alabama
$3.06M -$203K -1,918 -6%
WFP
513
Wrenne Financial Planning
Kentucky
$3.05M -$69.6K -657 -2%
LTL
514
Lowery Thomas LLC
California
$3.04M -$92.4K -872 -3%
GSIS
515
Global Strategic Investment Solutions
Arizona
$3.02M -$18.6K -175 -0.6%
BTWM
516
Baker Tilly Wealth Management
Wisconsin
$2.95M +$569K +5,366 +24%
BRWA
517
B. Riley Wealth Advisors
Florida
$2.93M -$167K -1,575 -5%
Natixis Advisors
518
Natixis Advisors
Massachusetts
$2.91M -$2.32M -21,904 -45%
IAA
519
Independent Advisor Alliance
North Carolina
$2.87M +$34.5K +325 +1%
Bank of Montreal
520
Bank of Montreal
Ontario, Canada
$2.82M +$26K +245 +0.9%
KCIC
521
Kuhn & Co Investment Counsel
Illinois
$2.81M +$227K +2,144 +9%
RW
522
Rede Wealth
Virginia
$2.79M +$2.78M +26,193 New
YWM
523
Yukon Wealth Management
Kansas
$2.79M -$238K -2,241 -8%
IWS
524
Integrity Wealth Solutions
Colorado
$2.79M -$71.2K -672 -3%
DT
525
Diversified Trust
Tennessee
$2.77M