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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
751
Warren Street Wealth Advisors
California
$705K +$8.66K +87 +1%
GWMR
752
GC Wealth Management RIA
Massachusetts
$693K +$660K +6,629 New
AAS
753
Annex Advisory Services
Wisconsin
$681K +$649K +6,513 New
OCPWS
754
One Charles Private Wealth Services
Massachusetts
$680K -$84.3K -846 -12%
ASN
755
Advisory Services Network
Georgia
$678K -$74.2K -745 -10%
CS
756
Crescent Sterling
Louisiana
$673K -$8.96K -90 -1%
PW
757
Pandora Wealth
Illinois
$672K – – –
IAS
758
Insigneo Advisory Services
Florida
$666K +$398 +4 +0.1%
FPW
759
Flagship Private Wealth
Massachusetts
$666K -$111K -1,111 -15%
AWM
760
Aviso Wealth Management
Washington
$664K -$16.9K -170 -3%
AWM
761
Aprio Wealth Management
Georgia
$660K +$16.2K +163 +3%
SEI Investments
762
SEI Investments
Pennsylvania
$657K +$28.7K +288 +5%
IWB
763
Innovative Wealth Building
Maryland
$656K +$29.8K +299 +5%
TWP
764
Triad Wealth Partners
Kansas
$656K +$113K +1,134 +22%
FCP
765
Fidelis Capital Partners
Florida
$652K – – –
RFN
766
Redwood Financial Network
Ohio
$652K -$71.2K -715 -10%
CB
767
Community Bank
New York
$650K -$7.27K -73 -1%
GFPC
768
Global Financial Private Client
Florida
$649K +$52.3K +525 +9%
AMG
769
APS Management Group
California
$643K +$613K +6,153 New
LW
770
Linscomb Wealth
Texas
$642K – – –
VF
771
Vawter Financial
Ohio
$642K +$612K +6,141 New
Empower Advisory Group
772
Empower Advisory Group
Colorado
$622K -$209K -2,097 -26%
SWM
773
Silverlake Wealth Management
Vermont
$617K -$107K -1,072 -15%
TAM
774
Tucker Asset Management
Colorado
$617K +$109K +1,093 +23%
WFAG
775
Worth Financial Advisory Group
North Carolina
$615K -$5.68K -57 -1%