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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
EPG Wealth Management
Georgia
$267K +$631 +11 +0.2%
Bank of Montreal
527
Bank of Montreal
Ontario, Canada
$263K -$79.3K -1,383 -22%
DL
528
DOHJ LLC
Washington
$262K -$3.9K -68 -1%
HNB
529
Huntington National Bank
Ohio
$262K – – –
FI
530
Financial Insights
Washington
$261K – – –
BCM
531
BTC Capital Management
Iowa
$259K +$284K +4,947 New
CCA
532
Column Capital Advisors
Indiana
$257K -$8.26K -144 -3%
RFN
533
RDA Financial Network
Iowa
$255K -$68.8K -1,200 -20%
TVAMP
534
Tennessee Valley Asset Management Partners
Tennessee
$255K +$280K +4,875 New
FFA
535
Fragasso Financial Advisors
Pennsylvania
$250K +$75.4K +1,315 +38%
LMKC
536
L.M. Kohn & Company
Ohio
$249K -$282K -4,920 -51%
CCM
537
Chilton Capital Management
Texas
$246K +$269K +4,700 New
FW
538
FirstPurpose Wealth
Utah
$246K +$270K +4,701 New
MCM
539
McDonough Capital Management
Florida
$239K +$4.87K +85 +2%
VBFP
540
Valtinson Bruner Financial Planning
Minnesota
$238K -$70.6K -1,232 -21%
NS
541
Newman & Schimel
Illinois
$238K +$573 +10 +0.2%
EA
542
Eclectic Associates
California
$236K +$4.87K +85 +2%
PMG
543
ProVise Management Group
Florida
$235K -$7.91K -138 -3%
PP
544
Patten & Patten
Tennessee
$233K – – –
TFA
545
Teamwork Financial Advisors
Texas
$230K -$10.4K -181 -4%
TFGT
546
TS Financial Group (TSFG)
Illinois
$230K +$86K +1,500 +52%
BI
547
Ballast Inc
Kentucky
$228K -$10.5K -183 -4%
BF
548
Blankinship & Foster
California
$227K +$249K +4,339 New
CP
549
Castleview Partners
Texas
$222K +$412K +7,187 +2,428%
SW
550
SteelPeak Wealth
California
$222K +$1.95K +34 +0.8%