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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
526
Bartlett & Co Wealth Management
Ohio
$52K
CFD
527
Creative Financial Designs
Indiana
$49K -$57.7K -962 -55%
TC
528
Truvestments Capital
Florida
$49K -$4.2K -70 -8%
DSC
529
Duncker Streett & Co
Missouri
$47K
SL
530
Savior LLC
Massachusetts
$44K
CP
531
Castleview Partners
Texas
$44K +$42.1K +702 New
SFP
532
Sterling Financial Planning
New Jersey
$43K +$4.08K +68 +11%
CPFP
533
Clear Perspectives Financial Planning
Ohio
$42K -$2.52K -42 -6%
WBC
534
West Branch Capital
Massachusetts
$41K +$38.8K +647 New
1IA
535
1834 Investment Advisors
Wisconsin
$36K +$34.5K +575 New
BWL
536
Bogart Wealth LLC
Virginia
$35K +$60 +1 +0.2%
MIM
537
Macroview Investment Management
Maryland
$32K -$5.88K -98 -16%
AIG
538
American International Group
New York
$30.2K +$15.6M +260,200 +118%
AWA
539
Arkadios Wealth Advisors
Georgia
$30K +$28.9K +482 New
CHA
540
Carmichael Hill & Associates
Maryland
$28K -$4.14K -69 -13%
CFA
541
Carroll Financial Associates
North Carolina
$28K +$60 +1 +0.2%
PFA
542
Professional Financial Advisors
Nebraska
$24K
HIA
543
Harbor Investment Advisory
Maryland
$22K +$8.1K +135 +64%
JWM
544
Janiczek Wealth Management
Colorado
$21K
PCFFS
545
Pacific Center for Financial Services
California
$21K
PWM
546
Prentice Wealth Management
New York
$21K
SCA
547
Stonebridge Capital Advisors
Minnesota
$21K
LF
548
Lee Financial
Texas
$21K +$19.9K +332 New
BA
549
Bellwether Advisors
Nebraska
$20K -$1.2K -20 -6%
CCM
550
Covington Capital Management
California
$20K