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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
PMG Wealth Management
Illinois
$872K -$2.34M -26,758 -71%
LF
652
Lantz Financial
Illinois
$864K +$175 +2 +0%
DCM
653
DGS Capital Management
New Jersey
$861K
CWG
654
Cornerstone Wealth Group
North Carolina
$851K +$699K +8,011 +310%
PP
655
Prosperity Planning
Missouri
$847K -$29.2K -334 -3%
SFG
656
SevenBridge Financial Group
Pennsylvania
$844K +$844K +9,670 New
SWM
657
SFG Wealth Management
Maryland
$838K -$4.28K -49 -0.5%
AF
658
Advisornet Financial
Minnesota
$824K +$33.5K +384 +4%
RPGK
659
Retirement Planning Group (Kansas)
Kansas
$819K +$69.2K +793 +8%
OGF
660
Orin Green Financial
California
$816K +$957K +10,961 New
CWS
661
Confluence Wealth Services
Pennsylvania
$815K -$14.5K -166 -2%
CCMG
662
Clark Capital Management Group
Pennsylvania
$802K -$315M -3,604,314 -100%
FWM
663
FFT Wealth Management
Pennsylvania
$801K +$51.5K +590 +6%
WWM
664
WJ Wealth Management
Arizona
$800K -$104K -1,196 -11%
BB
665
Berkshire Bank
Massachusetts
$787K -$66.5K -762 -7%
FA
666
FC Advisory
Pennsylvania
$783K +$873 +10 +0.1%
FPAS
667
Focus Partners Advisor Solutions
Missouri
$781K +$41.6K +476 +5%
PMFA
668
Plante Moran Financial Advisors
Michigan
$779K -$16.8K -192 -2%
M1FG
669
Mach-1 Financial Group
Arkansas
$775K +$842K +9,648 New
EFS
670
Essex Financial Services
Connecticut
$759K +$9.95K +114 +1%
SPC
671
Sigma Planning Corp
Michigan
$754K -$403K -4,611 -33%
OFG
672
OmniStar Financial Group
North Carolina
$748K -$20K -229 -2%
Luther King Capital Management (LKCM)
673
Luther King Capital Management (LKCM)
Texas
$741K
WH
674
Willner & Heller
California
$740K +$1.05K +12 +0.1%
SBIA
675
Sheaff Brock Investment Advisors
Indiana
$738K +$36.5K +418 +5%