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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
851
Perryman Financial Advisory
Texas
$688K +$1.49K +13 +0.2%
GIL
852
Go Invest LLC
Utah
$684K -$172K -1,504 -21%
FLPIM
853
F.L. Putnam Investment Management
Massachusetts
$684K -$13.1K -115 -2%
CFS
854
Commonwealth Financial Services
West Virginia
$682K -$1.49K -13 -0.2%
AWM
855
Aprio Wealth Management
Georgia
$682K -$9.49K -83 -1%
JF
856
JMN Financial
Ohio
$681K +$114 +1 +0%
BB
857
Berkshire Bank
Massachusetts
$678K -$47.1K -412 -7%
AMG
858
APS Management Group
California
$676K +$800 +7 +0.1%
KFP
859
Kroeger Financial Partners
California
$675K +$649K +5,675 New
NL
860
NWAM LLC
Washington
$670K +$70K +612 +12%
SPWM
861
Schrum Private Wealth Management
Florida
$668K -$88.4K -773 -9%
KOC
862
Koss-Olinger Consulting
Florida
$667K -$4.57K -40 -0.7%
HHWM
863
Hiley Hunt Wealth Management
Nebraska
$664K -$5.72K -50 -0.9%
PAS
864
PKS Advisory Services
New York
$663K -$252K -2,200 -28%
NAS
865
NWF Advisory Services
California
$662K +$219K +1,916 +53%
CAM
866
Clark Asset Management
New Hampshire
$657K +$40.6K +355 +7%
FF
867
Fox Financial
Pennsylvania
$656K -$28.1K -246 -4%
MWM
868
Maripau Wealth Management
Indiana
$655K +$252K +2,200 +67%
RI
869
Ruggiero Investments
Florida
$654K -$1.83K -16 -0.3%
LAS
870
Lloyd Advisory Services
Georgia
$654K +$497K +4,344 +377%
VBFP
871
Valtinson Bruner Financial Planning
Minnesota
$654K +$28K +245 +5%
PFA
872
Pure Financial Advisors
California
$651K -$7.32K -64 -1%
OCPWS
873
One Charles Private Wealth Services
Massachusetts
$650K -$55K -481 -8%
TPW
874
TOP Private Wealth
Connecticut
$648K +$623K +5,450 New
PMG
875
ProVise Management Group
Florida
$646K – – –