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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1001
ATX Financial Planning
Texas
$299K -$601K -5,776 -65%
MAA
1002
Matrix Asset Advisors
New York
$298K +$5.1K +49 +2%
SQA
1003
Simon Quick Advisors
New Jersey
$298K – – –
WF
1004
Warner Financial
Maryland
$298K +$417 +4 +0.1%
PA
1005
Parallel Advisors
California
$297K -$95.1K -913 -23%
CIA
1006
Choate Investment Advisors
Massachusetts
$297K – – –
SIA
1007
Serenity Investment Advisors
Illinois
$296K +$260K +2,501 New
VR
1008
Valued Retirements
Texas
$294K – – –
OWP
1009
ORG Wealth Partners
Texas
$293K +$37.7K +362 +14%
HH
1010
Hilltop Holdings
Texas
$292K -$637K -6,118 -67%
RFA
1011
Reyes Financial Architecture
California
$292K – – –
ZI
1012
ZEGA Investments
Florida
$288K +$21.6K +207 +8%
PAM
1013
Peak Asset Management
Colorado
$288K – – –
JWA
1014
JFS Wealth Advisors
Pennsylvania
$287K -$41.2K -396 -12%
LFA
1015
Laraway Financial Advisors
Minnesota
$286K -$3.65K -35 -1%
PT
1016
Plimoth Trust
Massachusetts
$285K +$8.85K +85 +3%
BCA
1017
Bay Colony Advisors
Massachusetts
$284K -$15.6K -150 -5%
DA
1018
Detalus Advisors
Missouri
$282K +$64.8K +622 +28%
MWM
1019
Manske Wealth Management
Texas
$281K – – –
BPWM
1020
Badgley Phelps Wealth Managers
Washington
$281K -$131K -1,260 -31%
BWM
1021
BlackDiamond Wealth Management
New York
$280K -$12.8K -123 -4%
SLC
1022
Second Line Capital
Louisiana
$280K +$8.23K +79 +3%
GI
1023
Gradient Investments
Minnesota
$279K +$297K +2,853 New
CL
1024
Choreo LLC
Illinois
$278K +$3.02K +29 +1%
EAP
1025
Elevation Advisory Partners
Florida
$277K +$265K +2,549 New