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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
101
Leicht Financial Planning & Wealth Management
New Jersey
$11.8M +$603K +11,467 +6%
OC
102
Oarsman Capital
Wisconsin
$11.8M -$256K -4,871 -2%
WI
103
WrapManager Inc
California
$11.7M -$35K -666 -0.3%
Creative Planning
104
Creative Planning
Kansas
$11.7M -$19.1K -363 -0.2%
FWM
105
Foresight Wealth Management
Utah
$11.4M -$1.97M -37,452 -15%
SF
106
Symphony Financial
Texas
$11.1M -$2.12M -40,391 -17%
HC
107
HNP Capital
New York
$10.9M -$940K -17,892 -8%
FHC
108
First Heartland Consultants
Missouri
$10.9M -$21.9M -417,236 -68%
IHWM
109
Iron Horse Wealth Management
Iowa
$10.8M +$10.3M +196,008 New
EFL
110
ERn Financial LLC
Wisconsin
$10.8M -$2.93M -55,755 -22%
TFA
111
TPG Financial Advisors
Oregon
$10.3M +$2.23M +42,366 +29%
SWP
112
Stratos Wealth Partners
Ohio
$10.3M +$94.2K +1,793 +1%
PWPS
113
Pinnacle Wealth Planning Services
Ohio
$9.62M +$106K +2,022 +1%
RCIM
114
Red Cedar Investment Management
Michigan
$9.61M -$9.99M -190,071 -52%
22CM
115
20/20 Capital Management
California
$9.24M +$6.97M +132,673 +454%
CIC
116
Carnegie Investment Counsel
Ohio
$9.07M -$140K -2,664 -2%
DI
117
Diligent Investors
California
$8.88M -$425K -8,085 -5%
PPWM
118
PFG Private Wealth Management
Florida
$8.83M +$460K +8,746 +6%
MWM
119
Meridian Wealth Management
Kentucky
$8.64M +$101K +1,921 +1%
MPM
120
Meritage Portfolio Management
Kansas
$8.61M -$216K -4,111 -3%
MML Investors Services
121
MML Investors Services
Massachusetts
$7.92M +$1.61M +30,618 +27%
EWM
122
Executive Wealth Management
Michigan
$7.73M -$2.35M -44,745 -24%
TW
123
Transform Wealth
Colorado
$7.7M -$3.84M -73,011 -34%
GVAG
124
Great Valley Advisor Group
Delaware
$7.65M +$1.81M +34,465 +33%
RM
125
Resource Management
Louisiana
$7.42M +$1M +19,080 +17%