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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
701
McGlone Suttner Wealth Management
Wisconsin
$803K -$465K -5,425 -39%
FPWM
702
FSB Premier Wealth Management
Iowa
$798K +$64.2K +749 +10%
VFPW
703
Vantage Financial Partners (Wisconsin)
Wisconsin
$797K -$41.6K -485 -5%
BB
704
Berkshire Bank
Massachusetts
$790K -$129K -1,500 -15%
SPWM
705
Schrum Private Wealth Management
Florida
$789K +$857 +10 +0.1%
LBC
706
Leigh Baldwin & Co
New York
$784K -$2.4K -28 -0.3%
PA
707
Procyon Advisors
Connecticut
$770K -$60.2K -702 -8%
FNBOO
708
First National Bank of Omaha
Nebraska
$769K – – –
Empower Advisory Group
709
Empower Advisory Group
Colorado
$767K +$75.1K +876 +12%
NW
710
NewEdge Wealth
Pennsylvania
$763K +$113K +1,315 +20%
IHWM
711
Iron Horse Wealth Management
Iowa
$760K -$9.94K -116 -1%
SCA
712
Snowden Capital Advisors
New York
$756K -$24.8K -289 -4%
CMAI
713
Capital Management Associates Inc
Minnesota
$741K -$664K -7,745 -50%
4A
714
4Wealth Advisors
Illinois
$736K +$5.74K +67 +0.9%
EWA
715
Exencial Wealth Advisors
Oklahoma
$732K -$4.2K -49 -0.6%
First Trust Advisors
716
First Trust Advisors
Illinois
$732K +$658K +7,675 New
OIA
717
OneDigital Investment Advisors
Kansas
$727K -$4.03K -47 -0.6%
CCM
718
Coldstream Capital Management
Washington
$723K +$627K +7,314 +2,679%
WAM
719
Wallington Asset Management
Indiana
$723K -$64.3K -750 -9%
TSS
720
Two Sigma Securities
New York
$720K +$284K +3,309 +78%
BC
721
Brio Consultants
California
$718K -$13.1K -153 -2%
FPW
722
Flagship Private Wealth
Massachusetts
$713K +$5.92K +69 +0.9%
ASN
723
Advisory Services Network
Georgia
$712K -$5.6M -65,284 -90%
TC
724
TFR Capital
Texas
$712K +$1.29K +15 +0.2%
CA
725
Calton & Associates
Florida
$711K +$5.66K +66 +0.9%