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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
626
Tradition Wealth Management
Minnesota
$597K +$469K +6,732 +472%
JWA
627
JFS Wealth Advisors
Pennsylvania
$595K -$29.8K -428 -5%
SAG
628
Spotlight Asset Group
Illinois
$569K – – –
CA
629
Calton & Associates
Florida
$568K -$3.34K -48 -0.6%
WAM
630
WealthTrust Asset Management
Florida
$568K +$541K +7,767 New
Atomi Financial Group
631
Atomi Financial Group
New York
$562K +$147K +2,112 +38%
AF
632
Advisornet Financial
Minnesota
$561K -$9.61K -138 -2%
VWM
633
Venturi Wealth Management
Texas
$551K +$14.2K +204 +3%
FF
634
Fox Financial
Pennsylvania
$548K +$557 +8 +0.1%
Citigroup
635
Citigroup
New York
$541K -$483K -6,942 -48%
AWM
636
Aviso Wealth Management
Washington
$539K -$59.9K -860 -10%
AWM
637
Angeles Wealth Management
California
$538K -$690K -9,910 -57%
EFS
638
Essex Financial Services
Connecticut
$535K -$73.3K -1,053 -13%
M1FG
639
Mach-1 Financial Group
Arkansas
$534K -$42.4K -609 -8%
AA
640
Altman Advisors
Illinois
$529K +$766 +11 +0.2%
HHWM
641
Hiley Hunt Wealth Management
Nebraska
$529K +$139 +2 +0%
CB
642
Community Bank
New York
$527K -$29K -417 -5%
EI
643
Ellevest Inc
New York
$527K – – –
TYCC
644
Texas Yale Capital Corp
Florida
$526K – – –
PWP
645
Principle Wealth Partners
Connecticut
$522K +$76.2K +1,095 +18%
AWMNH
646
Arcadia Wealth Management (New Hampshire)
New Hampshire
$519K +$52.9K +760 +13%
HVIA
647
Hudson Valley Investment Advisors
New York
$519K -$194K -2,791 -28%
MFA
648
McClarren Financial Advisors
Pennsylvania
$519K -$10.9K -156 -2%
NB
649
NBT Bank
New York
$515K +$474K +6,808 +2,999%
Focus Partners Advisor Solutions
650
Focus Partners Advisor Solutions
Missouri
$514K +$79.5K +1,142 +19%