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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
101
Financial Consulate
Maryland
$19.9M +$1.68K +24 +0%
GVAG
102
Great Valley Advisor Group
Delaware
$19.4M +$540K +7,735 +3%
AssetMark Inc
103
AssetMark Inc
California
$19.1M -$1.45M -20,825 -7%
GIA
104
Gladstone Institutional Advisory
Florida
$19M +$18.3M +262,493 New
WAM
105
WFA Asset Management
Wisconsin
$17.7M +$17.1M +244,778 New
CWA
106
Choice Wealth Advisors
Maine
$17.4M -$273K -3,904 -2%
CC
107
Courier Capital
New York
$17.4M +$96.4K +1,381 +0.6%
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$17.2M +$342K +4,904 +2%
HFS
109
Horizon Financial Services
North Carolina
$17.2M +$1.47M +21,043 +10%
TC
110
Trilogy Capital
California
$17M +$2.55M +36,490 +18%
DI
111
Diligent Investors
California
$16.9M +$2.8M +40,075 +21%
CIM
112
Confluence Investment Management
Missouri
$16.9M +$636K +9,116 +4%
IA
113
IFP Advisors
Florida
$16.7M +$1.23M +17,648 +8%
Creative Planning
114
Creative Planning
Kansas
$16.4M +$603K +8,642 +4%
OWA
115
Octavia Wealth Advisors
Ohio
$16.3M +$1.55M +22,248 +11%
Bank Julius Baer & Co
116
Bank Julius Baer & Co
Switzerland
$16M -$773K -11,079 -5%
HA
117
Hofer & Associates
California
$16M +$15.4M +220,243 New
SW
118
Simplicity Wealth
New Jersey
$15.9M +$15.3M +218,769 New
KWM
119
Kingsview Wealth Management
Oregon
$15.8M +$1.86M +26,576 +14%
AIG
120
American International Group
New York
$15.3M -$9.34M -133,800 -39%
IHWM
121
Iron Horse Wealth Management
Iowa
$15.2M +$1.06M +15,146 +8%
TFA
122
TPG Financial Advisors
Oregon
$15.2M +$3.37M +48,248 +30%
FWM
123
Foresight Wealth Management
Utah
$15.1M -$392K -5,610 -3%
MML Investors Services
124
MML Investors Services
Massachusetts
$14.5M +$661K +9,467 +5%
NL
125
Navalign LLC
California
$14.4M -$226K -3,239 -2%