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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Oakworth Capital
Alabama
$294K +$259K +3,473 +1,828%
KLI
802
Kelman-Lazarov Inc
Tennessee
$293K
LFAS
803
Level Four Advisory Services
Texas
$293K +$40.1K +537 +17%
RWM
804
Rockline Wealth Management
New York
$289K +$270K +3,609 New
MPCA
805
Madison Park Capital Advisors
Washington
$288K +$268K +3,590 New
BFG
806
Bleakley Financial Group
New Jersey
$287K
LCGC
807
Legacy Capital Group California
California
$286K +$267K +3,575 New
IWS
808
Insight Wealth Strategies
California
$286K +$448 +6 +0.2%
AA
809
AlphaMark Advisors
Kentucky
$285K +$28.9K +387 +12%
FPW
810
Flagship Private Wealth
Massachusetts
$284K -$16.1K -216 -6%
Jane Street
811
Jane Street
New York
$281K -$6.06M -81,077 -96%
OW
812
Olistico Wealth
Oklahoma
$276K
PFG
813
Peterson Financial Group
Iowa
$275K +$257K +3,435 New
DWT
814
Dorsey & Whitney Trust
South Dakota
$275K
SFG
815
Snider Financial Group
Washington
$274K -$17.5K -234 -6%
RWM
816
RBA Wealth Management
California
$269K +$3.44K +46 +1%
BOSSRA
817
B.O.S.S. Retirement Advisors
Utah
$268K +$250K +3,348 New
SIC
818
Samalin Investment Counsel
New York
$268K +$26.2K +351 +12%
RWP
819
RWA Wealth Partners
Massachusetts
$266K +$248K +3,321 New
VL
820
Vima LLC
Michigan
$265K +$40.5K +542 +20%
WIA
821
World Investment Advisors
California
$264K +$246K +3,294 New
FNC
822
First National Corp
Massachusetts
$261K -$3.29K -44 -1%
AWA
823
Arkadios Wealth Advisors
Georgia
$258K +$241K +3,226 New
AG
824
AlTi Global
New York
$258K +$149 +2 +0.1%
SAG
825
SageView Advisory Group
California
$258K -$542K -7,252 -69%