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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1051
GAMMA Investing
California
$264K +$14.3K +137 +5%
ML
1052
MLP3 LLC
New Jersey
$264K +$66.8K +641 +31%
MWM
1053
Maltin Wealth Management
New Jersey
$261K -$25.6K -246 -8%
LI
1054
LRI Investments
Florida
$259K – – –
FWP
1055
Falcon Wealth Planning
California
$259K -$11K -106 -4%
VBA
1056
von Borstel & Associates
Oregon
$257K +$104 +1 +0%
FFW
1057
Fusion Family Wealth
New York
$255K – – –
TIA
1058
TCFG Investment Advisors
California
$254K +$270K +2,591 New
TWM
1059
TCFG Wealth Management
California
$254K +$270K +2,591 New
SIS
1060
Sound Income Strategies
Florida
$254K +$33.5K +322 +14%
FCFC
1061
First Citizens Financial Corp
Iowa
$252K – – –
SMC
1062
Smith, Moore & Co
Missouri
$251K +$5.83K +56 +2%
PFBT
1063
Parkside Financial Bank & Trust
Missouri
$250K -$7.08K -68 -3%
CIBC World Market
1064
CIBC World Market
Ontario, Canada
$250K +$25.9K +249 +11%
PFM
1065
Phillips Financial Management
Indiana
$249K – – –
LBC
1066
Lane Brothers & Co
Arizona
$248K -$25.6K -246 -9%
SP
1067
Sequent Planning
Nebraska
$247K +$38.9K +374 +17%
NFG
1068
Northbridge Financial Group
Florida
$247K -$115K -1,101 -32%
MAM
1069
Mainsail Asset Management
Alabama
$246K – – –
SWGC
1070
Summit Wealth Group (Colorado)
Colorado
$246K +$1.04K +10 +0.4%
SFS
1071
Sowell Financial Services
Arkansas
$246K -$12.9K -124 -5%
XWM
1072
Xcel Wealth Management
Florida
$243K +$29.9K +287 +13%
BBHC
1073
Brown Brothers Harriman & Co
New York
$242K -$6.67K -64 -3%
GB
1074
Goepper Burkhardt
South Carolina
$242K -$2.08K -20 -0.8%
AWP
1075
Accretive Wealth Partners
New Jersey
$242K +$257K +2,469 New