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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
551
Flow Traders U.S.
New York
$447K -$1.09M -18,979 -72%
IWA
552
Intercontinental Wealth Advisors
Texas
$447K -$20K -350 -5%
KWA
553
Kingswood Wealth Advisors
California
$445K +$418K +7,298 New
FFN
554
Focus Financial Network
Minnesota
$443K +$802 +14 +0.2%
SPC
555
Sigma Planning Corp
Michigan
$443K +$12.5K +219 +3%
WSWA
556
Warren Street Wealth Advisors
California
$442K -$3.15K -55 -0.8%
AWS
557
AJ Wealth Strategies
New York
$440K – – –
TYCC
558
Texas Yale Capital Corp
Florida
$438K – – –
FT
559
Fiduciary Trust
Massachusetts
$434K +$153K +2,666 +60%
BA
560
Ballast Advisors
Minnesota
$431K -$20.7K -362 -5%
OC
561
Oppenheimer & Co
New York
$424K +$104K +1,821 +36%
MCWS
562
McKinley Carter Wealth Services
West Virginia
$423K -$20.4K -357 -5%
FTS
563
Fifth Third Securities
Ohio
$421K -$15.7K -274 -4%
CAM
564
Clark Asset Management
New Hampshire
$420K +$395K +6,889 New
VF
565
Vawter Financial
Ohio
$420K +$395K +6,888 New
PC
566
Permanens Capital
New York
$412K +$387K +6,750 New
SWA
567
Strategies Wealth Advisors
Michigan
$409K – – –
HF
568
Halpern Financial
Virginia
$399K – – –
TI
569
Trexquant Investment
Connecticut
$397K +$373K +6,507 New
IIA
570
IPG Investment Advisors
California
$395K +$57 +1 +0%
IPW
571
Impact Partnership Wealth
Georgia
$394K +$370K +6,458 New
FPAS
572
Focus Partners Advisor Solutions
Missouri
$392K – – –
AF
573
Arrow Financial
New York
$392K -$26.4K -460 -7%
ACI
574
Alpha Cubed Investments
California
$391K -$28.9K -505 -7%
PMG
575
ProVise Management Group
Florida
$385K +$7.16K +125 +2%