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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
$607K +$603K +5,690 New
PFA
852
Pure Financial Advisors
California
$602K -$203K -1,913 -25%
HHWM
853
Hiley Hunt Wealth Management
Nebraska
$600K +$212 +2 +0%
RIA
854
Realta Investment Advisors
Delaware
$600K +$14K +132 +2%
SL
855
SWMG LLC
Texas
$600K +$248K +2,338 +69%
OAM
856
Oppenheimer Asset Management
New York
$596K +$200K +1,883 +51%
NPAN
857
Northeast Planning Associates NH
New Hampshire
$591K -$5.3K -50 -0.9%
ST
858
Somerset Trust
Pennsylvania
$591K -$6.47K -61 -1%
WPC
859
Waters Parkerson & Co
Louisiana
$590K – – –
SWM
860
Silverlake Wealth Management
Vermont
$589K -$40.5K -382 -6%
VF
861
Vawter Financial
Ohio
$584K -$71.2K -672 -11%
WFAG
862
Worth Financial Advisory Group
North Carolina
$583K -$45.2K -426 -7%
PMG
863
ProVise Management Group
Florida
$580K -$17.2K -162 -3%
BAS
864
Breakthru Advisory Services
Wisconsin
$576K -$26.1K -246 -4%
FWP
865
Forefront Wealth Partners
Texas
$576K +$296K +2,796 +108%
4WM
866
49 Wealth Management
Texas
$574K -$1.26M -11,872 -69%
SW
867
SteelPeak Wealth
California
$574K +$40.2K +379 +8%
MCM
868
McDonough Capital Management
Florida
$571K +$1.91K +18 +0.3%
WFS
869
WealthGarden F.S.
California
$565K -$55.3K -522 -9%
FLPIM
870
F.L. Putnam Investment Management
Massachusetts
$564K +$65K +613 +13%
JIC
871
Johnson Investment Counsel
Ohio
$561K +$199K +1,881 +56%
PCH
872
PGIM Custom Harvest
New Jersey
$560K +$557K +5,251 New
AWM
873
Accurate Wealth Management
Florida
$559K -$52.6K -496 -9%
Loomis, Sayles & Company
874
Loomis, Sayles & Company
Massachusetts
$552K +$194K +1,829 +55%
GM
875
GeoWealth Management
Illinois
$551K -$40.6K -383 -7%