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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
851
Key Client Fiduciary Advisors
New Jersey
$293K +$23.4K +268 +8%
CFG
852
Cornerstone Financial Group
Nebraska
$292K +$17.1K +196 +6%
Level Four Advisory Services
853
Level Four Advisory Services
Texas
$291K -$2.18K -25 -0.7%
IWS
854
Insight Wealth Strategies
California
$288K +$524 +6 +0.2%
MAS
855
Madden Advisory Services
Florida
$284K -$7.51K -86 -2%
Bradley Foster & Sargent
856
Bradley Foster & Sargent
Connecticut
$282K -$28.4K -325 -8%
TWM
857
Topsail Wealth Management
North Carolina
$278K +$436 +5 +0.1%
OW
858
Olistico Wealth
Oklahoma
$277K – – –
DWT
859
Dorsey & Whitney Trust
South Dakota
$277K +$1.92K +22 +0.6%
Signature Estate & Investment Advisors
860
Signature Estate & Investment Advisors
California
$277K +$15.9K +182 +6%
MAG
861
Mayfair Advisory Group
Alabama
$277K +$2.1K +24 +0.7%
CAM
862
Cozad Asset Management
Illinois
$276K +$8.21K +94 +3%
Dynamic Advisor Solutions
863
Dynamic Advisor Solutions
Arizona
$272K -$8.9K -102 -3%
MCM
864
Maple Capital Management
Vermont
$272K +$295K +3,384 New
PFBT
865
Parkside Financial Bank & Trust
Missouri
$272K +$20.3K +233 +7%
SFG
866
Snider Financial Group
Washington
$271K -$20.4K -234 -6%
FG
867
Fiduciary Group
Georgia
$271K -$72.8K -834 -20%
MC
868
Moors & Cabot
Massachusetts
$271K +$18.8K +215 +7%
CFS
869
Coordinated Financial Services
Colorado
$270K -$142K -1,625 -33%
FI
870
Financial Insights
Washington
$268K -$156K -1,784 -35%
EE
871
EWG Elevate
California
$266K -$157K -1,796 -35%
SFB
872
STAR Financial Bank
Indiana
$265K – – –
CIA
873
Cape Investment Advisory
Georgia
$260K -$40.6K -465 -13%
ES
874
ETF Store
Kansas
$260K -$9.25K -106 -3%
AlTi Global
875
AlTi Global
New York
$259K +$175 +2 +0.1%