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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$21.8M +$2.1M +36,538 +10%
Creative Planning
77
Creative Planning
Kansas
$21.6M +$10.4M +180,722 +78%
FHC
78
First Heartland Consultants
Missouri
$21.3M +$63K +1,099 +0.3%
SFM
79
Signet Financial Management
New Jersey
$21.1M +$1.08M +18,767 +5%
IWM
80
IHT Wealth Management
Illinois
$21.1M +$1.88M +32,794 +9%
SCM
81
SCS Capital Management
Massachusetts
$20.6M -$4.56M -79,521 -17%
FFS
82
Founders Financial Securities
Maryland
$20.5M -$7.99M -139,349 -26%
IWA
83
Inspirion Wealth Advisors
Illinois
$20.3M -$1.14M -19,951 -5%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$19.4M +$90.7K +1,581 +0.4%
SF
85
Symphony Financial
Texas
$19M -$1.82M -31,654 -8%
IFPL
86
Investments & Financial Planning LLC
Kentucky
$18.8M -$9.46K -165 -0%
CSPAM
87
Cary Street Partners Asset Management
Virginia
$18.6M +$13.9M +242,011 +214%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$18.4M +$3.72M +64,879 +23%
GVAG
89
Great Valley Advisor Group
Delaware
$18.3M +$2.24M +39,041 +13%
RA
90
Riversedge Advisors
Delaware
$17.9M -$3.83M -66,837 -16%
DWM
91
Doyle Wealth Management
Florida
$17.8M +$1.11M +19,354 +6%
WH
92
Whitcomb & Hess
Ohio
$17.7M +$816K +14,227 +4%
GWAG
93
Garrett Wealth Advisory Group
Texas
$17M +$2.28M +39,703 +14%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$16.4M +$301K +5,254 +2%
OCM
95
One Capital Management
California
$16.4M +$663K +11,568 +4%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$16.3M -$579K -10,090 -3%
AWS
97
Atria Wealth Solutions
New York
$16.1M +$6.84M +119,321 +63%
AIG
98
American International Group
New York
$15.5M -$3.87M -67,500 -19%
FC
99
Financial Consulate
Maryland
$15.2M +$313K +5,452 +2%
BTWM
100
Baker Tilly Wealth Management
Wisconsin
$14.9M -$548K -9,549 -3%