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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
F.L. Putnam Investment Management
801
F.L. Putnam Investment Management
Massachusetts
$385K +$5.76K +66 +1%
FMN
802
Financial Management Network
California
$384K -$12.3K -141 -3%
BI
803
Ballast Inc
Kentucky
$384K -$7.51K -86 -2%
SIC
804
Samalin Investment Counsel
New York
$383K -$8.55K -98 -2%
Csenge Advisory Group
805
Csenge Advisory Group
Florida
$378K -$1.51M -17,352 -78%
VBFP
806
Valtinson Bruner Financial Planning
Minnesota
$376K -$19.6K -224 -5%
Wilmington Savings Fund Society
807
Wilmington Savings Fund Society
Delaware
$374K – – –
PRTG
808
Post Resch Tallon Group
New York
$367K +$134K +1,530 +50%
CWM
809
Cahaba Wealth Management
Georgia
$367K -$5.76K -66 -1%
Americana Partners
810
Americana Partners
Texas
$362K – – –
Sowell Financial Services
811
Sowell Financial Services
Arkansas
$362K -$515K -5,896 -57%
Wedmont Private Capital
812
Wedmont Private Capital
Pennsylvania
$360K -$48.2K -552 -11%
AWM
813
Accel Wealth Management
Iowa
$356K -$51.8K -593 -12%
Empirical Wealth Management
814
Empirical Wealth Management
Washington
$356K -$960 -11 -0.2%
TAM
815
TCP Asset Management
Ohio
$356K +$20.9K +239 +6%
DL
816
DOHJ LLC
Washington
$355K +$54.8K +628 +17%
SIM
817
Stratos Investment Management
Ohio
$354K +$385K +4,406 New
Robertson Stephens Wealth Management
818
Robertson Stephens Wealth Management
California
$348K +$378K +4,330 New
Regions Financial Corp
819
Regions Financial Corp
Alabama
$347K +$2.88K +33 +0.8%
AFM
820
Abbot Financial Management
Massachusetts
$342K – – –
IF
821
Ironwood Financial
Arizona
$342K +$13.4K +153 +4%
TSS
822
Two Sigma Securities
New York
$341K -$136K -1,563 -27%
Bogart Wealth LLC
823
Bogart Wealth LLC
Virginia
$337K +$27.9K +320 +8%
RIA
824
Realta Investment Advisors
Delaware
$336K +$46.8K +536 +15%
AR
825
Apeiron RIA
Texas
$333K +$175 +2 +0%