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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$27.3M +$559K +11,412 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$26.6M +$20.1M +410,429 +341%
MCM
53
Model Capital Management
Massachusetts
$26.2M +$25.6M +522,322 New
CFS
54
Cannon Financial Strategists
Georgia
$25.7M -$888K -18,112 -3%
IWA
55
Inspirion Wealth Advisors
Illinois
$25.4M -$4.75M -96,940 -16%
EH
56
Equitable Holdings
New York
$25.1M -$1.52M -30,943 -6%
AWM
57
Altium Wealth Management
New York
$24M +$760K +15,510 +3%
AIG
58
American International Group
New York
$23.2M +$5.17M +105,534 +29%
KA
59
Klingman & Associates
New York
$23M -$1.06M -21,689 -5%
CIM
60
Confluence Investment Management
Missouri
$22M -$2.91M -59,395 -12%
FFG
61
Ford Financial Group
California
$21.6M -$6.78M -138,272 -24%
FPIS
62
Financial Planning & Information Services
Wisconsin
$21.4M -$3.35M -68,325 -14%
EWA
63
ERTS Wealth Advisors
Michigan
$21.2M -$4.74M -96,684 -19%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$20.8M +$3.91M +79,715 +24%
HighTower Advisors
65
HighTower Advisors
Illinois
$20M +$1.27M +25,842 +7%
Truist Financial
66
Truist Financial
North Carolina
$19.3M +$5.35M +109,054 +40%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$18.9M
T
68
TrueFG
Texas
$18.9M -$479K -9,774 -3%
SAM
69
Shone Asset Management
California
$18.4M -$245K -4,990 -1%
AIA
70
Alera Investment Advisors
Illinois
$18.3M +$13.3M +271,649 +289%
RCIM
71
Red Cedar Investment Management
Michigan
$18.2M -$8.42M -171,754 -32%
FC
72
Financial Consulate
Maryland
$18M +$1.72M +35,129 +11%
MAS
73
Managed Account Services
Florida
$17.7M +$6.16M +125,718 +58%
TCM
74
Tradewinds Capital Management
Washington
$17.2M -$820K -16,729 -5%
SFM
75
Signet Financial Management
New Jersey
$16.6M +$389K +7,926 +3%