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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jefferies Financial Group
751
Jefferies Financial Group
New York
$478K +$22.3K +255 +4%
RSS
752
Rosenblum Silverman Sutton
California
$477K +$8.29K +95 +2%
CFG
753
Copley Financial Group
California
$473K +$36.8K +422 +8%
Pure Financial Advisors
754
Pure Financial Advisors
California
$469K -$55.1K -631 -10%
TCM
755
Tandem Capital Management
New Jersey
$466K – – –
SL
756
SWMG LLC
Texas
$463K +$42.3K +484 +9%
WFS
757
WealthGarden F.S.
California
$461K -$27.6K -316 -5%
NPAN
758
Northeast Planning Associates NH
New Hampshire
$461K -$562K -6,439 -53%
JCM
759
Jacobi Capital Management
Pennsylvania
$460K -$11.4K -131 -2%
MCWS
760
McKinley Carter Wealth Services
West Virginia
$456K +$175 +2 +0%
Trexquant Investment
761
Trexquant Investment
Connecticut
$454K +$144K +1,646 +41%
IAS
762
IMA Advisory Services
Colorado
$449K – – –
CFD
763
Creative Financial Designs
Indiana
$447K -$16.5K -189 -3%
QRG Capital Management
764
QRG Capital Management
Illinois
$443K +$175K +2,001 +57%
BBNA
765
Bremer Bank National Association
Minnesota
$443K +$5.85K +67 +1%
Fisher Asset Management
766
Fisher Asset Management
Washington
$441K -$1.19M -13,686 -71%
PMG
767
ProVise Management Group
Florida
$439K +$11.5K +132 +2%
HVIA
768
Hudson Valley Investment Advisors
New York
$437K -$25.1K -287 -5%
AWM
769
Aviso Wealth Management
Washington
$436K -$9.25K -106 -2%
Alpha Cubed Investments
770
Alpha Cubed Investments
California
$432K -$43.6K -500 -9%
MCM
771
McDonough Capital Management
Florida
$431K +$3.14K +36 +0.7%
JWM
772
Jessup Wealth Management
Ohio
$430K +$467K +5,348 New
Fifth Third Wealth Advisors
773
Fifth Third Wealth Advisors
Ohio
$430K +$268K +3,067 +135%
BlackRock
774
BlackRock
New York
$429K -$19.6K -224 -4%
EAM
775
Everstar Asset Management
North Carolina
$427K -$39.6K -454 -8%