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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HS
651
Horan Securities
United States
$7K
ASBI
652
American State Bank (Iowa)
Iowa
$5.96K
GI
653
Gradient Investments
Minnesota
$5K -$175K -3,115 -97%
C
654
Covestor
United Kingdom
$5K
RA
655
Rise Advisors
New York
$5K +$56 +1 +0.9%
NMG
656
New Millennium Group
Utah
$5K +$731 +13 +15%
TRCT
657
Tower Research Capital (TRC)
New York
$5K +$2.48K +44 +69%
BSB
658
Bangor Savings Bank
Maine
$5K +$5.68K +101 New
AWM
659
Abound Wealth Management
Tennessee
$4.96K +$5.57K +99 New
AAP
660
Arax Advisory Partners
Colorado
$4K
GWA
661
Gibson Wealth Advisors
Texas
$4K
MA
662
Montag & Associates
Georgia
$4K +$3.15K +56 +329%
CL
663
COWA LLC
Oklahoma
$3K +$2.81K +50 New
TCM
664
TD Capital Management
Tennessee
$3K +$3.66K +65 New
CWM
665
Castle Wealth Management
Florida
$2K -$56 -1 -3%
HFS
666
Hantz Financial Services
Michigan
$2K
FGAM
667
Financial Gravity Asset Management
Texas
$1.91K -$1.56M -27,640 -51%
LC
668
Lindbrook Capital
California
$1K
PP
669
Pacifica Partners
Canada
$1K
FSWA
670
Financial Synergies Wealth Advisors
Texas
$802
PWP
671
Principle Wealth Partners
Connecticut
$348 -$102K -1,821 -21%
Bank of Montreal
672
Bank of Montreal
Ontario, Canada
$282 +$21K +373 +8%
WIM
673
Westside Investment Management
California
$11
CCWA
674
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$36.6M -700,227 Closed
AIA
675
Acute Investment Advisory
Arizona
-$13.1M -250,385 Closed