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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
651
Wolff Wiese Magana
California
$51K +$22.5K +345 +81%
DSC
652
Duncker Streett & Co
Missouri
$50K – – –
FFWM
653
Future Financial Wealth Management
Ohio
$49K – – –
WBC
654
West Branch Capital
Massachusetts
$43K +$65 +1 +0.2%
HWMA
655
Heritage Wealth Management (Arizona)
Arizona
$43K +$42.2K +649 New
TCM
656
Tradewinds Capital Management
Washington
$40K -$26.4M -406,290 -100%
BWL
657
Bogart Wealth LLC
Virginia
$38K +$651 +10 +2%
JWA
658
JFS Wealth Advisors
Pennsylvania
$33K -$32.5K -499 -50%
1IA
659
1834 Investment Advisors
Wisconsin
$33K -$4.88K -75 -13%
UB
660
UMB Bank
Missouri
$28K +$27.7K +425 New
PFA
661
Professional Financial Advisors
Nebraska
$26K – – –
LF
662
Lee Financial
Texas
$24K +$846 +13 +4%
CHA
663
Carmichael Hill & Associates
Maryland
$23K -$6.57K -101 -23%
PCFFS
664
Pacific Center for Financial Services
California
$23K +$65 +1 +0.3%
BWM
665
Baystate Wealth Management
Massachusetts
$23K +$15.6K +240 +226%
PB
666
Pinnacle Bancorp
Nebraska
$22K +$1.95K +30 +10%
BA
667
Bellwether Advisors
Nebraska
$21K – – –
AWM
668
Atticus Wealth Management
Florida
$21K +$10.2K +157 +96%
MA
669
MCF Advisors
Kentucky
$19K +$18.4K +283 New
CP
670
Castleview Partners
Texas
$19K +$19.3K +296 New
CFB
671
Cullen/Frost Bankers
Texas
$18K -$26K -400 -60%
CAM
672
Costello Asset Management
Pennsylvania
$18K – – –
ODG
673
O'Dell Group
Ohio
$18K – – –
TFS
674
TrustCore Financial Services
Tennessee
$18K +$17.4K +268 New
WAS
675
Winch Advisory Services
Wisconsin
$17K – – –