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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
76
Inspirion Wealth Advisors
Illinois
$29.4M -$1.25M -17,973 -4%
IWM
77
IHT Wealth Management
Illinois
$29.2M +$582K +8,335 +2%
T
78
TrueFG
Texas
$29.2M -$121K -1,738 -0.4%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$29.2M +$524K +7,506 +2%
PSUF
80
People's United Financial
Connecticut
$28.5M -$5.11M -73,216 -16%
AIA
81
Alera Investment Advisors
Illinois
$28.3M +$324K +4,648 +1%
GL
82
Graypoint LLC
New York
$27.9M -$10.1M -145,329 -27%
OHIS
83
Oak Harvest Investment Services
Texas
$27.9M +$2.84M +40,726 +12%
KAS
84
Kestra Advisory Services
Texas
$26.2M +$462K +6,620 +2%
SFM
85
Signet Financial Management
New Jersey
$26M +$32.3K +462 +0.1%
SF
86
Symphony Financial
Texas
$25.4M +$5.29M +75,834 +28%
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$25M +$6.17M +88,394 +34%
AAS
88
Ameritas Advisory Services
Nebraska
$24.8M +$23.9M +342,527 New
PPFA
89
Provida Pension Fund Administrator
Chile
$24.2M +$4.38M +62,760 +21%
EDRIA
90
Edmonds Duncan Registered Investment Advisors
Kansas
$24.1M +$350K +5,011 +1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$23.8M +$23M +328,976 New
IFPL
92
Investments & Financial Planning LLC
Kentucky
$22.9M +$24.3M +347,687 New
JFA
93
JNBA Financial Advisors
Minnesota
$22.8M +$313K +4,486 +1%
OCM
94
One Capital Management
California
$22.5M +$3.02M +43,259 +16%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$22.3M -$1.58M -22,670 -7%
CAN
96
Cetera Advisor Networks
California
$22.2M +$10.6M +151,579 +98%
MIAN
97
Mariner Independent Advisor Network
Kansas
$21.8M +$4.24M +60,806 +26%
AIA
98
Acute Investment Advisory
Arizona
$21.8M +$21M +300,905 New
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$21.7M +$89.5K +1,282 +4%
WH
100
Whitcomb & Hess
Ohio
$20.5M +$1.51M +21,650 +7%