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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
576
McAdam LLC
Pennsylvania
$274K -$203K -3,897 -51%
Franklin Resources
577
Franklin Resources
California
$273K +$41.8K +803 +18%
Bank of Montreal
578
Bank of Montreal
Ontario, Canada
$271K – – –
FG
579
Fiduciary Group
Georgia
$271K -$10.4K -200 -4%
EP
580
Equius Partners
California
$271K – – –
SAF
581
Smith Anglin Financial
Texas
$269K +$276K +5,300 New
ATPW
582
Ashton Thomas Private Wealth
Arizona
$263K -$8.22K -158 -3%
GWA
583
Gibson Wealth Advisors
Texas
$262K +$258K +4,960 +6,200%
RIA
584
Realta Investment Advisors
Delaware
$261K +$28.8K +554 +12%
EWM
585
EPG Wealth Management
Georgia
$260K +$624 +12 +0.2%
IAA
586
Independent Advisor Alliance
North Carolina
$259K +$266K +5,120 New
VBFP
587
Valtinson Bruner Financial Planning
Minnesota
$258K +$26.1K +501 +11%
SEI Investments
588
SEI Investments
Pennsylvania
$258K -$103K -1,972 -28%
RFN
589
RDA Financial Network
Iowa
$256K +$9K +173 +4%
DL
590
DOHJ LLC
Washington
$256K +$676 +13 +0.3%
BI
591
Ballast Inc
Kentucky
$254K +$27.1K +521 +12%
AFM
592
Abbot Financial Management
Massachusetts
$253K – – –
CCA
593
Column Capital Advisors
Indiana
$249K – – –
WA
594
Win Advisors
Florida
$248K -$131K -2,514 -34%
HNB
595
Huntington National Bank
Ohio
$247K – – –
MSFS
596
Main Street Financial Solutions
Pennsylvania
$246K -$77.1K -1,482 -23%
TFA
597
Teamwork Financial Advisors
Texas
$244K +$21.6K +415 +9%
ANTB
598
AMG National Trust Bank
Colorado
$243K – – –
FT
599
Fiduciary Trust
Massachusetts
$243K +$27K +519 +12%
JSL
600
JT Stratford LLC
Georgia
$242K -$1.88M -36,072 -88%