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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
1176
Heritage Investors Management Corp
Maryland
$230K -$12.8K -112 -5%
IAIM
1177
International Assets Investment Management
Florida
$230K +$42.4K +371 +24%
WAM
1178
Worth Asset Management
Texas
$230K +$221K +1,930 New
CPC
1179
Consolidated Planning Corp
Georgia
$229K +$220K +1,921 New
LS
1180
LCW Services
Virginia
$228K +$219K +1,912 New
HWA
1181
HHM Wealth Advisors
Tennessee
$227K – – –
PA
1182
Planning Alternatives
Michigan
$225K +$216K +1,890 New
KeyBank National Association
1183
KeyBank National Association
Ohio
$225K +$216K +1,889 New
MSWMA
1184
Market Street Wealth Management Advisors
Indiana
$225K +$216K +1,887 New
CFB
1185
Cullen/Frost Bankers
Texas
$224K +$229 +2 +0.1%
AAS
1186
AdviceOne Advisory Services
Connecticut
$223K +$214K +1,872 New
CWM
1187
Calamos Wealth Management
Illinois
$222K +$213K +1,867 New
AIP
1188
Ameritas Investment Partners
Nebraska
$222K – – –
BL
1189
Balentine LLC
Georgia
$222K +$213K +1,865 New
PI
1190
PFG Investments
New York
$221K +$213K +1,861 New
WA
1191
Waddell & Associates
Tennessee
$221K +$212K +1,854 New
TFS
1192
truNorth Financial Services
Pennsylvania
$219K +$211K +1,843 New
BAAM
1193
Baker Avenue Asset Management
California
$219K +$210K +1,841 New
RWS
1194
Resolute Wealth Strategies
Mississippi
$218K +$210K +1,834 New
P
1195
Palladiem
Pennsylvania
$218K -$5.82M -50,885 -97%
IFPG
1196
Intrepid Financial Planning Group
Indiana
$218K +$209K +1,832 New
CWG
1197
Cornerstone Wealth Group
North Carolina
$217K -$4.69K -41 -2%
IIA
1198
IPG Investment Advisors
California
$216K +$208K +1,818 New
JAG
1199
Journey Advisory Group
Kentucky
$215K +$207K +1,807 New
RPCONE
1200
Retirement Planning Company of New England
Rhode Island
$215K +$206K +1,804 New