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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
526
FAS Wealth Partners
Kansas
$138K -$34.6K -524 -20%
LWM
527
Liberty Wealth Management
California
$128K +$132K +1,997 New
PA
528
Parallel Advisors
California
$124K – – –
OSNBOA
529
Old Second National Bank of Aurora
Illinois
$120K +$2.25K +34 +2%
BHWM
530
Bay Harbor Wealth Management
Maryland
$116K +$120K +1,813 New
PCG
531
Private Capital Group
Connecticut
$115K +$198 +3 +0.2%
PWMG
532
Prestige Wealth Management Group
New Jersey
$115K +$104K +1,570 +674%
TWM
533
Tradition Wealth Management
Minnesota
$108K – – –
MAM
534
Marquette Asset Management
Minnesota
$105K – – –
BW
535
Bison Wealth
Georgia
$103K +$26.1K +396 +33%
Toronto Dominion Bank
536
Toronto Dominion Bank
Ontario, Canada
$95K +$97.7K +1,479 New
RIM
537
Rockbridge Investment Management
New York
$93K – – –
AA
538
AlphaMark Advisors
Kentucky
$92K +$924 +14 +1%
PCA
539
Providence Capital Advisors
North Carolina
$87K – – –
FRA
540
Front Row Advisors
California
$84K – – –
FHA
541
First Horizon Advisors
Tennessee
$83K +$3.17K +48 +4%
BC
542
Bartlett & Co
Ohio
$82K +$29.7K +450 +55%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$81.6K +$29.7K +450 +55%
CHC
544
City Holding Co
West Virginia
$75K -$3.3K -50 -4%
AC
545
AlphaCore Capital
California
$73K +$75.7K +1,146 New
ODG
546
O'Dell Group
Ohio
$68K +$69.8K +1,057 New
BL
547
Balentine LLC
Georgia
$65K – – –
LWA
548
Lowe Wealth Advisors
Maryland
$63K – – –
APC
549
Aspire Private Capital
North Carolina
$61K +$62.7K +949 New
TC
550
Truvestments Capital
Florida
$56K +$6.6K +100 +13%