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State Street SPDR Portfolio S&P 500 Growth ETF

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