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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Diversify Wealth Management
Utah
$37.6M +$11.6M +134,620 +46%
BWM
102
Buska Wealth Management
Wisconsin
$37.4M +$2.18M +25,182 +6%
OC
103
Oarsman Capital
Wisconsin
$37.4M +$3.76M +43,540 +11%
WCAMG
104
Woodard & Company Asset Management Group
North Carolina
$36.5M -$383K -4,436 -1%
EFL
105
ERn Financial LLC
Wisconsin
$36.4M -$164K -1,896 -0.5%
CF
106
Convergence Financial
Missouri
$36.2M -$112K -1,293 -0.3%
CC
107
Courier Capital
New York
$36.1M +$6.19M +71,672 +21%
BWFA
108
Baltimore-Washington Financial Advisors
Maryland
$35.2M +$1.12M +12,916 +3%
EWM
109
Executive Wealth Management
Michigan
$34.9M -$664K -7,685 -2%
KFGK
110
Keystone Financial Group (Kentucky)
Kentucky
$33.8M +$995K +11,516 +3%
GWAG
111
Garrett Wealth Advisory Group
Texas
$33.8M +$2.14M +24,757 +7%
GLA
112
Good Life Advisors
Pennsylvania
$33.1M -$3.95M -45,710 -11%
WH
113
Whitcomb & Hess
Ohio
$33.1M -$1.04M -12,078 -3%
NB
114
Nicolet Bankshares
Wisconsin
$32.8M -$1.01M -11,725 -3%
IFPL
115
Investments & Financial Planning LLC
Kentucky
$32.8M -$713K -8,254 -2%
FAIM
116
Financial Advocates Investment Management
Washington
$32.8M +$1.37M +15,870 +4%
PCA
117
Prosperity Capital Advisors
Ohio
$32.7M +$2.07M +23,963 +7%
LGW
118
Leslie Global Wealth
Illinois
$32.7M +$2.32M +26,822 +8%
RA
119
Riversedge Advisors
Delaware
$31.9M -$408K -4,727 -1%
SWP
120
Stratos Wealth Partners
Ohio
$31.7M -$3.86M -44,720 -11%
TCM
121
Tradewinds Capital Management
Washington
$31.7M -$547K -6,334 -2%
KPWS
122
Kestra Private Wealth Services
Texas
$30.8M +$1.81M +20,975 +6%
SF
123
Symphony Financial
Texas
$30.1M +$331K +3,832 +1%
DC
124
Destiny Capital
Colorado
$29.8M +$463K +5,359 +2%
ACA
125
Aptus Capital Advisors
Alabama
$29.7M +$2.84M +32,857 +11%