We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
76
HighPoint Advisor Group
Illinois
$68.6M +$68.1M +642,750 New
SWM
77
SilverOak Wealth Management
Minnesota
$66.1M +$84.8K +800 +0.1%
RA
78
RFG Advisory
Alabama
$63.5M -$4.02M -37,904 -6%
NAS
79
Nicolet Advisory Services
Wisconsin
$63.4M -$101M -953,384 -62%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$63.1M +$12.5M +117,777 +25%
IWM
81
IHT Wealth Management
Illinois
$62.3M +$2.55M +24,056 +4%
CNBT
82
Canandaigua National Bank & Trust
New York
$61.8M +$229K +2,158 +0.4%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$59.4M -$379K -3,573 -0.6%
CF
84
Convergence Financial
Missouri
$57.9M +$122K +1,155 +0.2%
OC
85
Oarsman Capital
Wisconsin
$57.5M +$3.67M +34,644 +7%
MFG
86
Merit Financial Group
Georgia
$57.3M +$4.57M +43,107 +9%
CC
87
Courier Capital
New York
$55M +$1.58M +14,887 +3%
CIM
88
Confluence Investment Management
Missouri
$54.7M +$23.3M +219,542 +75%
LFPWM
89
Leicht Financial Planning & Wealth Management
New Jersey
$53.7M -$6.58M -62,058 -11%
PIA
90
Perennial Investment Advisors
California
$53.3M -$1.31M -12,394 -2%
CA
91
CGN Advisors
Kansas
$52.2M -$617K -5,819 -1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$51.7M +$10.4M +97,890 +25%
BCI
93
Brinker Capital Investments
Pennsylvania
$50.3M -$584K -5,508 -1%
RA
94
Rodgers & Associates
Pennsylvania
$49.9M -$949K -8,951 -2%
AAS
95
Ameritas Advisory Services
Nebraska
$47.3M +$34.8M +328,644 +287%
T
96
TrueFG
Texas
$47.3M -$608K -5,739 -1%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$46.4M +$1.87M +17,649 +4%
7WCP
98
71 West Capital Partners
Massachusetts
$45.7M +$45.4M +428,347 New
CFG
99
Citizens Financial Group
Rhode Island
$45.1M +$3.67M +34,611 +9%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$44.5M -$7.08M -66,761 -14%