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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
651
Advus Financial Partners
Florida
$873K – – –
SA
652
Sovran Advisors
California
$872K +$14.1K +162 +1%
PWM
653
PMG Wealth Management
Illinois
$872K -$2.34M -26,758 -71%
LF
654
Lantz Financial
Illinois
$864K +$175 +2 +0%
DCM
655
DGS Capital Management
New Jersey
$861K – – –
CWG
656
Cornerstone Wealth Group
North Carolina
$851K +$699K +8,011 +310%
PP
657
Prosperity Planning
Missouri
$847K -$29.2K -334 -3%
SFG
658
SevenBridge Financial Group
Pennsylvania
$844K +$844K +9,670 New
SWM
659
SFG Wealth Management
Maryland
$838K -$4.28K -49 -0.5%
AF
660
Advisornet Financial
Minnesota
$824K +$33.5K +384 +4%
RPGK
661
Retirement Planning Group (Kansas)
Kansas
$819K +$69.2K +793 +8%
OGF
662
Orin Green Financial
California
$816K +$957K +10,961 New
Confluence Wealth Services
663
Confluence Wealth Services
Pennsylvania
$815K -$14.5K -166 -2%
Clark Capital Management Group
664
Clark Capital Management Group
Pennsylvania
$802K -$315M -3,604,314 -100%
FWM
665
FFT Wealth Management
Pennsylvania
$801K +$51.5K +590 +6%
WWM
666
WJ Wealth Management
Arizona
$800K -$104K -1,196 -11%
BB
667
Berkshire Bank
Massachusetts
$787K -$66.5K -762 -7%
FA
668
FC Advisory
Pennsylvania
$783K +$873 +10 +0.1%
Focus Partners Advisor Solutions
669
Focus Partners Advisor Solutions
Missouri
$781K +$41.6K +476 +5%
PMFA
670
Plante Moran Financial Advisors
Michigan
$779K -$16.8K -192 -2%
M1FG
671
Mach-1 Financial Group
Arkansas
$775K +$842K +9,648 New
EFS
672
Essex Financial Services
Connecticut
$759K +$9.95K +114 +1%
Sigma Planning Corp
673
Sigma Planning Corp
Michigan
$754K -$403K -4,611 -33%
OFG
674
OmniStar Financial Group
North Carolina
$748K -$20K -229 -2%
Luther King Capital Management (LKCM)
675
Luther King Capital Management (LKCM)
Texas
$741K – – –