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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
651
Ellevest Inc
New York
$598K -$20.4K -255 -3%
FPAS
652
Focus Partners Advisor Solutions
Missouri
$592K +$7.67K +96 +1%
PWP
653
Principle Wealth Partners
Connecticut
$592K
KOC
654
Koss-Olinger Consulting
Florida
$588K
NC
655
NBW Capital
Massachusetts
$580K
HHWM
656
Hiley Hunt Wealth Management
Nebraska
$580K -$10.3K -129 -2%
VWM
657
Venturi Wealth Management
Texas
$580K -$44K -551 -7%
CJ
658
Caitlin John
Michigan
$577K +$476K +5,954 +925%
GT
659
Glenmede Trust
Pennsylvania
$576K
S4W
660
Solutions 4 Wealth
Texas
$573K -$15.6K -195 -3%
FF
661
Fox Financial
Pennsylvania
$572K
TVAMP
662
Tennessee Valley Asset Management Partners
Tennessee
$570K +$43.9K +549 +9%
SAF
663
Smith Anglin Financial
Texas
$563K +$22.4K +280 +4%
PFS
664
Prospera Financial Services
Texas
$562K -$27.3M -340,963 -98%
PFA
665
Pure Financial Advisors
California
$562K +$6.95K +87 +1%
TI
666
Trexquant Investment
Connecticut
$558K +$538K +6,730 New
VF
667
Vawter Financial
Ohio
$558K
CFS
668
Commonwealth Financial Services
West Virginia
$549K +$80 +1 +0%
CB
669
Community Bank
New York
$548K -$7.99K -100 -1%
WSWA
670
Warren Street Wealth Advisors
California
$547K -$2.08K -26 -0.4%
NW
671
NewEdge Wealth
Pennsylvania
$542K +$522K +6,534 New
Charles Schwab
672
Charles Schwab
California
$524K -$67K -838 -12%
MCM
673
Mainstream Capital Management
California
$520K +$501K +6,272 New
CWM
674
Centurion Wealth Management
Virginia
$520K +$501K +6,268 New
ST
675
Somerset Trust
Pennsylvania
$514K -$19.6K -245 -4%