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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
1076
TD Private Client Wealth
New York
$242K -$27.1K -260 -10%
CT
1077
Colonial Trust
South Carolina
$240K -$11.7K -112 -4%
BOSSRA
1078
B.O.S.S. Retirement Advisors
Utah
$239K -$137K -1,316 -35%
CWMK
1079
Caliber Wealth Management (Kansas)
Kansas
$239K – – –
GWANC
1080
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K – – –
AWMI
1081
Aegis Wealth Management (Iowa)
Iowa
$238K -$355K -3,408 -58%
SWMP
1082
Signature Wealth Management Partners
New Jersey
$238K +$104 +1 +0%
JFGIW
1083
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K – – –
SWA
1084
Sax Wealth Advisors
New Jersey
$236K – – –
BWP
1085
Bernardo Wealth Planning
Pennsylvania
$235K – – –
RDWM
1086
Red Door Wealth Management
Tennessee
$234K +$32.8K +315 +15%
EW
1087
Evoke Wealth
California
$233K +$35.8K +344 +17%
DS
1088
DRW Securities
Illinois
$232K -$1.29M -12,409 -84%
BFA
1089
Bragg Financial Advisors
North Carolina
$232K +$246K +2,366 New
DWS
1090
Discipline Wealth Solutions
South Carolina
$230K -$18.6K -179 -7%
Calamos Advisors
1091
Calamos Advisors
Illinois
$228K – – –
BTI
1092
Blue Trust Inc
Georgia
$227K -$10.4K -100 -4%
CAG
1093
Carroll Advisory Group
Texas
$225K -$148K -1,421 -38%
IWS
1094
Insight Wealth Strategies
California
$224K -$62.9K -604 -21%
RBFC
1095
Roman Butler Fullerton & Co
Missouri
$224K -$22K -211 -9%
WAM
1096
WNY Asset Management
New York
$224K +$238K +2,285 New
BWP
1097
Balboa Wealth Partners
Arizona
$221K – – –
WIM
1098
Westside Investment Management
California
$220K +$46.2K +444 +25%
ORC
1099
O'Rourke & Company
Massachusetts
$219K -$56.8K -545 -20%
CRI
1100
Colonial River Investments
Virginia
$219K -$226K -2,166 -49%