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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFS
726
Valpey Financial Services
New Hampshire
$711K +$640K +7,461 New
FFN
727
Focus Financial Network
Minnesota
$708K +$49.5K +578 +8%
Charles Schwab
728
Charles Schwab
California
$701K +$206K +2,400 +48%
OCPWS
729
One Charles Private Wealth Services
Massachusetts
$700K -$25.5K -298 -4%
SAF
730
Smith Anglin Financial
Texas
$700K -$66.4K -774 -10%
Loomis, Sayles & Company
731
Loomis, Sayles & Company
Massachusetts
$699K -$670K -7,812 -52%
SS
732
SBI Securities
Japan
$698K -$145K -1,694 -19%
CIA
733
Capital Investment Advisors
Georgia
$696K +$22.1K +258 +4%
PWP
734
Principle Wealth Partners
Connecticut
$694K – – –
AWM
735
Accurate Wealth Management
Florida
$687K +$149K +1,740 +32%
EI
736
Ellevest Inc
New York
$680K -$50.1K -584 -8%
FFA
737
Founders Financial Alliance
North Carolina
$678K +$74K +863 +14%
PFA
738
Pure Financial Advisors
California
$676K +$108K +1,263 +22%
RF
739
Robinswood Financial
Washington
$676K +$601K +7,005 +8,241%
FWM
740
FFT Wealth Management
Pennsylvania
$675K -$268K -3,129 -31%
DE
741
Diversified Enterprises
Delaware
$670K -$133K -1,549 -18%
SWM
742
Silverlake Wealth Management
Vermont
$665K +$598K +6,975 New
RFN
743
Redwood Financial Network
Ohio
$663K -$3.43K -40 -0.6%
GIM
744
Glenmede Investment Management
Pennsylvania
$662K +$596K +6,948 New
IAS
745
IMA Advisory Services
Colorado
$661K +$115K +1,347 +24%
RSS
746
Rosenblum Silverman Sutton
California
$660K +$85.3K +995 +17%
HHWM
747
Hiley Hunt Wealth Management
Nebraska
$654K +$86 +1 +0%
SIA
748
Soltis Investment Advisors
Utah
$648K -$87.2K -1,017 -13%
MFA
749
McClarren Financial Advisors
Pennsylvania
$646K +$149K +1,736 +34%
RIS
750
Richmond Investment Services
Wisconsin
$643K +$578K +6,742 New