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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Clearwater Capital Advisors
Illinois
$656K -$1.94K -56 -0.3%
LIA
102
LBMC Investment Advisors
Tennessee
$651K +$1.49K +43 +0.2%
CIAS
103
Capital Investment Advisory Services
North Carolina
$651K +$82.2K +2,368 +15%
IWM
104
IHT Wealth Management
Illinois
$646K -$217K -6,243 -25%
US Bancorp
105
US Bancorp
Minnesota
$641K +$115K +3,305 +22%
PTC
106
Private Trust Company
Ohio
$621K – – –
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$611K -$402K -11,595 -40%
AF
108
Arrow Financial
New York
$604K -$53K -1,528 -8%
BRWA
109
B. Riley Wealth Advisors
Florida
$598K +$589K +16,981 New
PAG
110
Private Advisor Group
New Jersey
$596K -$951K -27,402 -62%
FHA
111
Flagship Harbor Advisors
Massachusetts
$567K – – –
Invesco
112
Invesco
Georgia
$564K +$558K +16,067 New
CAG
113
Csenge Advisory Group
Florida
$560K +$553K +15,940 New
GTAM
114
Global Trust Asset Management
Florida
$527K -$6.77K -195 -1%
Renaissance Technologies
115
Renaissance Technologies
New York
$523K +$517K +14,900 New
SEI Investments
116
SEI Investments
Pennsylvania
$521K +$515K +14,830 +370,750%
PMFA
117
Plante Moran Financial Advisors
Michigan
$520K – – –
TCM
118
Tradition Capital Management
New Jersey
$513K +$48.9K +1,409 +11%
Stifel Financial
119
Stifel Financial
Missouri
$479K +$73.9K +2,131 +19%
CCM
120
Condor Capital Management
New Jersey
$467K +$194K +5,584 +72%
GWM
121
Geneos Wealth Management
Colorado
$458K +$13.2K +380 +3%
MA
122
Mutual Advisors
Nebraska
$458K +$452K +13,036 New
Goldman Sachs
123
Goldman Sachs
New York
$455K -$876K -25,232 -66%
SRSA
124
S.R. Schill & Associates
Washington
$455K +$450K +12,963 New
FAIM
125
Financial Advocates Investment Management
Washington
$429K -$48.4K -1,394 -10%