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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Donaldson Capital Management
826
Donaldson Capital Management
Indiana
$331K -$142K -1,625 -28%
Vanguard Group
827
Vanguard Group
Pennsylvania
$330K -$9.69K -111 -3%
CB
828
Chris Bulman
California
$330K – – –
AWA
829
Acorn Wealth Advisors
Michigan
$329K – – –
TWP
830
Triad Wealth Partners
Kansas
$329K +$357K +4,092 New
SageView Advisory Group
831
SageView Advisory Group
California
$327K -$19.9K -228 -5%
SCG
832
Sonata Capital Group
Washington
$326K +$524 +6 +0.1%
DCM
833
Delta Capital Management
New Jersey
$321K – – –
SFS
834
Stiles Financial Services
Minnesota
$318K +$22.5K +258 +7%
FWP
835
Falcon Wealth Planning
California
$317K – – –
DSA
836
Droms Strauss Advisors
Missouri
$317K – – –
AFA
837
Antonelli Financial Advisors
Michigan
$316K -$2.27K -26 -0.7%
Capital Group Private Client Services
838
Capital Group Private Client Services
California
$315K +$436 +5 +0.1%
RWB
839
RMR Wealth Builders
New Jersey
$314K -$54.8K -628 -14%
RWM
840
RBA Wealth Management
California
$310K +$18.2K +209 +6%
NCTC
841
New Covenant Trust Company
Indiana
$310K – – –
JWCA
842
J.W. Coons Advisors
Ohio
$307K – – –
KWM
843
Keebeck Wealth Management
Illinois
$306K – – –
FGA
844
Fortis Group Advisors
New Jersey
$306K +$332K +3,802 New
LWA
845
LifeGoal Wealth Advisors
New York
$305K – – –
KTA
846
Keeley-Teton Advisors
Illinois
$301K – – –
HH
847
Hilltop Holdings
Texas
$301K -$130K -1,493 -28%
AF
848
Amara Financial
California
$297K +$87 +1 +0%
PPWP
849
Proquility Private Wealth Partners
Nevada
$295K – – –
KLI
850
Kelman-Lazarov Inc
Tennessee
$294K – – –