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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Diversify Wealth Management
Utah
$128M +$62.2M +586,645 +98%
FNT
52
First National Trust
Pennsylvania
$125M -$271K -2,558 -0.2%
MML Investors Services
53
MML Investors Services
Massachusetts
$118M +$9.01M +84,989 +8%
OWA
54
Octavia Wealth Advisors
Ohio
$118M +$6.09M +57,478 +5%
CCMG
55
Clark Capital Management Group
Pennsylvania
$106M -$2M -18,869 -2%
ETC
56
Exchange Traded Concepts
Oklahoma
$106M +$9.61M +90,614 +10%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$105M -$439K -4,144 -0.4%
KW
58
KWB Wealth
California
$105M -$5.27M -49,709 -5%
FFS
59
Founders Financial Securities
Maryland
$103M +$10.4M +97,973 +11%
WA
60
Waverly Advisors
Alabama
$99.2M +$12.2M +115,303 +14%
BSG
61
Black Swift Group
Colorado
$93.7M +$667K +6,288 +0.8%
MCM
62
Mainstay Capital Management
Michigan
$92.8M +$7.37M +69,554 +9%
CFG
63
Compton Financial Group
Maryland
$91M -$1.49M -14,051 -2%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$90.4M +$26.1M +245,944 +41%
CFS
65
Cannon Financial Strategists
Georgia
$87.4M -$1.15M -10,876 -1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$84.4M -$20M -188,554 -19%
ACA
67
Ackerman Capital Advisors
Texas
$81.5M +$6.08M +57,349 +8%
KAS
68
Kestra Advisory Services
Texas
$79.5M +$13.1M +123,645 +20%
Creative Planning
69
Creative Planning
Kansas
$77.3M -$1.26M -11,919 -2%
FCAS
70
First Command Advisory Services
Texas
$77.1M -$761K -7,182 -1%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$76.6M -$2.42M -22,862 -3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$76.4M +$239K +2,256 +0.3%
MMA
73
Miracle Mile Advisors
California
$71.9M -$3.68M -34,714 -5%
RWM
74
Reston Wealth Management
Virginia
$71.3M -$668K -6,305 -0.9%
KA
75
Klingman & Associates
New York
$71.1M -$1.99M -18,741 -3%