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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WH
676
Willner & Heller
California
$740K +$1.05K +12 +0.1%
SBIA
677
Sheaff Brock Investment Advisors
Indiana
$738K +$36.5K +418 +5%
SIA
678
Schechter Investment Advisors
Michigan
$728K -$267K -3,053 -25%
DC
679
Dahring Cusmano
Michigan
$725K -$66.2K -758 -8%
SFC
680
Strategic Financial Concepts
Texas
$714K -$2.15M -24,623 -73%
VFPW
681
Vantage Financial Partners (Wisconsin)
Wisconsin
$711K -$842K -9,643 -52%
Prospera Financial Services
682
Prospera Financial Services
Texas
$709K -$27.1M -310,520 -97%
VWM
683
Venturi Wealth Management
Texas
$709K +$147K +1,689 +24%
LSIA
684
LaSalle St. Investment Advisors
Illinois
$708K +$484K +5,547 +170%
AO
685
Advisor OS
Illinois
$708K -$3.55M -40,669 -82%
Procyon Advisors
686
Procyon Advisors
Connecticut
$706K +$49.5K +567 +7%
LWANC
687
Laurel Wealth Advisors (North Carolina)
North Carolina
$703K +$22.7K +260 +3%
DE
688
Diversified Enterprises
Delaware
$690K +$24.6K +282 +3%
6F
689
626 Financial
Michigan
$687K – – –
TVAMP
690
Tennessee Valley Asset Management Partners
Tennessee
$681K +$216K +2,480 +41%
CS
691
Crescent Sterling
Louisiana
$671K – – –
WAM
692
Wallington Asset Management
Indiana
$669K -$43.6K -500 -6%
SPWM
693
Schrum Private Wealth Management
Florida
$664K +$17.5K +201 +2%
LBC
694
Leigh Baldwin & Co
New York
$664K +$721K +8,257 New
Arkadios Wealth Advisors
695
Arkadios Wealth Advisors
Georgia
$663K +$422K +4,838 +142%
SCA
696
Snowden Capital Advisors
New York
$660K -$161K -1,840 -18%
TYCC
697
Texas Yale Capital Corp
Florida
$654K – – –
SAF
698
Smith Anglin Financial
Texas
$653K +$76.8K +880 +12%
IHWM
699
Iron Horse Wealth Management
Iowa
$650K -$38.1K -436 -5%
First National Bank of Omaha
700
First National Bank of Omaha
Nebraska
$648K – – –