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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1026
Private Wealth Asset Management
Iowa
$276K – – –
OW
1027
Olistico Wealth
Oklahoma
$276K -$33.7K -324 -10%
SGCA
1028
Steel Grove Capital Advisors
Tennessee
$275K – – –
RS
1029
Retirement Solution
Washington
$273K +$417 +4 +0.1%
OSNBOA
1030
Old Second National Bank of Aurora
Illinois
$273K -$4.17K -40 -1%
GCP
1031
Gill Capital Partners
Colorado
$272K – – –
SRC
1032
Sage Rhino Capital
California
$271K – – –
SIM
1033
Stratos Investment Management
Ohio
$270K +$75.5K +725 +36%
CIC
1034
Cutler Investment Counsel
Oregon
$270K – – –
GSC
1035
Ground Swell Capital
South Carolina
$270K +$287K +2,756 New
BA
1036
Ballast Advisors
Minnesota
$270K -$2.29K -22 -0.8%
IWC
1037
Infinity Wealth Counsel
Ohio
$269K – – –
UCM
1038
Up Capital Management
California
$269K +$417 +4 +0.1%
SageView Advisory Group
1039
SageView Advisory Group
California
$268K -$16.7K -160 -6%
ZWA
1040
Zinnia Wealth Advisory
Florida
$268K -$32.3K -310 -10%
GFG
1041
Grantvest Financial Group
New Jersey
$267K -$36.7K -352 -11%
SG
1042
StoneX Group
New York
$267K -$3.75K -36 -1%
RCI
1043
RS Crum Inc
California
$267K – – –
CIAS
1044
Capital Investment Advisory Services
North Carolina
$266K -$79K -759 -22%
TCWM
1045
Total Clarity Wealth Management
Illinois
$266K -$73.5K -706 -21%
BZWA
1046
Blue Zone Wealth Advisors
California
$265K – – –
WesBanco Bank
1047
WesBanco Bank
West Virginia
$264K +$254K +2,436 New
WLIM
1048
White Lighthouse Investment Management
Massachusetts
$264K +$4.17K +40 +2%
NG
1049
Novem Group
New York
$264K -$24.3K -233 -8%
FPW
1050
Fairvoy Private Wealth
Alabama
$264K – – –