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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
601
Gradient Investments
Minnesota
$200K -$424K -6,511 -68%
WANY
602
Wealthspire Advisors (New York)
New York
$200K – – –
DCM
603
DGS Capital Management
New Jersey
$200K +$197K +3,024 New
TFGT
604
TS Financial Group (TSFG)
Illinois
$192K -$3.64K -56 -2%
CAL
605
Capital Advisors Ltd
Ohio
$186K +$12.7K +195 +7%
WAM
606
Worth Asset Management
Texas
$180K +$218K +3,350 New
FAG
607
Fortitude Advisory Group
Washington
$178K -$8.59K -132 -5%
S
608
SignatureFD
Georgia
$175K -$67.1K -1,031 -28%
CFO
609
CVA Family Office
Colorado
$167K – – –
MAM
610
Meeder Asset Management
Ohio
$166K -$6.44K -99 -4%
RCM
611
Raleigh Capital Management
North Carolina
$152K – – –
OSNBOA
612
Old Second National Bank of Aurora
Illinois
$139K +$1.24K +19 +0.9%
SMG
613
Spectrum Management Group
Indiana
$132K -$19.6K -301 -13%
Citigroup
614
Citigroup
New York
$130K -$271K -4,162 -68%
PA
615
Parallel Advisors
California
$130K – – –
EWA
616
EverSource Wealth Advisors
Alabama
$119K -$17.8K -274 -13%
PCG
617
Private Capital Group
Connecticut
$118K – – –
PAG
618
Paladin Advisory Group
Iowa
$118K +$116K +1,786 New
MFA
619
Morling Financial Advisors
California
$117K +$195 +3 +0.2%
GA
620
GoalVest Advisory
New York
$114K +$112K +1,724 New
TWM
621
Tradition Wealth Management
Minnesota
$112K – – –
MAM
622
Marquette Asset Management
Minnesota
$109K – – –
BLC
623
Brown, Lisle/Cummings
Rhode Island
$108K – – –
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K -$234K -3,592 -69%
MWM
625
Mascoma Wealth Management
New Hampshire
$106K +$104K +1,600 New