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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Echo Wealth Management
Minnesota
$13M +$4.54M +80,736 +49%
CF
102
Convergence Financial
Missouri
$12.8M -$153K -2,711 -1%
DI
103
Diligent Investors
California
$12.7M +$259K +4,610 +2%
CNC
104
Canandaigua National Corp
New York
$12.6M +$14.2M +251,911 New
Truist Financial
105
Truist Financial
North Carolina
$12.6M +$4.65M +82,726 +49%
CWM
106
CCG Wealth Management
California
$12.6M +$3.01M +53,416 +27%
OWA
107
Octavia Wealth Advisors
Ohio
$12.6M +$511K +9,080 +4%
Mariner
108
Mariner
Kansas
$12.1M +$6.58M +116,883 +93%
AIG
109
American International Group
New York
$12.1M -$3.05M -54,264 -18%
KWM
110
Kingsview Wealth Management
Oregon
$12M +$864K +15,352 +7%
IGWM
111
ICA Group Wealth Management
Colorado
$11.9M +$679K +12,068 +5%
CWP
112
Concord Wealth Partners
Virginia
$11.8M +$5.43M +96,581 +70%
WAM
113
WFA Asset Management
Wisconsin
$11.6M +$521K +9,264 +4%
Prudential Financial
114
Prudential Financial
New Jersey
$11.6M -$797K -14,167 -6%
HFS
115
Horizon Financial Services
North Carolina
$11.5M -$1.44M -25,520 -10%
PPWM
116
PFG Private Wealth Management
Florida
$11.4M +$5.46M +97,128 +75%
5L
117
55I LLC
Massachusetts
$11.2M -$15.8M -281,011 -56%
CIM
118
Confluence Investment Management
Missouri
$11.1M +$855K +15,191 +7%
VCP
119
Verus Capital Partners
Arizona
$11M +$6.05M +107,608 +96%
NL
120
Navalign LLC
California
$10.8M -$409K -7,269 -3%
HA
121
Hofer & Associates
California
$10.8M +$181K +3,217 +2%
CIC
122
Carnegie Investment Counsel
Ohio
$10.6M +$3.56M +63,209 +43%
AIA
123
Alera Investment Advisors
Illinois
$10.5M +$2.15M +38,160 +22%
EFL
124
ERn Financial LLC
Wisconsin
$10.5M +$218K +3,883 +2%
CC
125
Courier Capital
New York
$10.4M +$407K +7,240 +4%