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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
76
Financial Planning & Information Services
Wisconsin
$48.3M -$2.91M -38,921 -6%
FHA
77
Flagship Harbor Advisors
Massachusetts
$47.5M -$20.8M -279,003 -32%
MYIA
78
Mount Yale Investment Advisors
Colorado
$46.2M +$1.13M +15,108 +3%
FFS
79
Founders Financial Securities
Maryland
$46M -$2.42M -32,415 -5%
TC
80
Trilogy Capital
California
$45.9M +$1.34M +17,996 +3%
AAS
81
Ameritas Advisory Services
Nebraska
$45.2M +$2.52M +33,692 +6%
Stifel Financial
82
Stifel Financial
Missouri
$44.1M +$1.21M +16,260 +3%
PIA
83
Perennial Investment Advisors
California
$43.8M -$2.08M -27,847 -5%
LFPWM
84
Leicht Financial Planning & Wealth Management
New Jersey
$42.6M +$1.38M +18,481 +4%
WAOI
85
Wealth Advisors of Iowa
Iowa
$41.7M +$51.6M +690,653 +1,970%
RA
86
Rodgers & Associates
Pennsylvania
$40.6M -$1.94M -25,988 -5%
SWM
87
SilverOak Wealth Management
Minnesota
$39.9M +$363K +4,854 +1%
GAG
88
Goodman Advisory Group
Massachusetts
$39.8M -$12.9M -173,297 -26%
CNBT
89
Canandaigua National Bank & Trust
New York
$38.2M +$35.6M +476,659 New
T
90
TrueFG
Texas
$38M -$908K -12,156 -2%
PAS
91
Park Avenue Securities
New York
$38M +$4.95M +66,331 +16%
KWM
92
Kingsview Wealth Management
Oregon
$37.6M -$535K -7,158 -2%
IWM
93
IHT Wealth Management
Illinois
$37.1M +$111K +1,483 +0.3%
GKWIM
94
Gerber Kawasaki Wealth & Investment Management
California
$36.4M +$1.76M +23,630 +5%
AWS
95
Atria Wealth Solutions
New York
$35.4M +$8.89M +118,964 +37%
SFM
96
Signet Financial Management
New Jersey
$34.9M +$2.37M +31,782 +8%
SWP
97
Strategic Wealth Partners
Ohio
$34.4M -$376K -5,038 -1%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$33.6M -$1.06M -14,170 -3%
MWPCG
99
Measured Wealth Private Client Group
New Hampshire
$33.5M -$1.6M -21,471 -5%
EWM
100
Executive Wealth Management
Michigan
$32.7M -$2.02M -27,031 -6%