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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1301
VSM Wealth Advisory
Maryland
$53.6K -$6.97K -61 -12%
BCWM
1302
Bartlett & Co Wealth Management
Ohio
$53.5K – – –
FMII
1303
Farmers & Merchants Investments Inc
Nebraska
$53.4K – – –
FM
1304
Family Management
New York
$53K +$50.9K +445 New
SNB
1305
Security National Bank
Nebraska
$52.7K – – –
RWM
1306
RMG Wealth Management
Wisconsin
$51.4K +$48K +420 New
AAG
1307
Accordant Advisory Group
Maryland
$51.3K – – –
Bank Julius Baer & Co
1308
Bank Julius Baer & Co
Switzerland
$48.7K +$1.83K +16 +4%
BC
1309
Barrett & Company
Rhode Island
$47K – – –
IAAG
1310
Innovative Asset Advisors Group
Connecticut
$45.8K – – –
IF
1311
Integrity Financial
Wyoming
$45.6K +$43.9K +384 New
CWP
1312
Clark Wealth Partners
Illinois
$41.5K +$39.9K +349 New
SIC
1313
SJS Investment Consulting
Ohio
$40.3K – – –
CFM
1314
Cornerstone Financial Management
Massachusetts
$38.2K +$36.7K +321 New
APW
1315
Atlantic Private Wealth
North Carolina
$37.1K – – –
WWM
1316
Wolff Wiese Magana
California
$36.5K – – –
MCA
1317
McGuire Capital Advisors
Oklahoma
$35.8K +$20.9K +183 +155%
LBC
1318
Lowe Brockenbrough & Co
Virginia
$35.7K – – –
SMBT
1319
Southern Michigan Bank & Trust
Michigan
$35.7K – – –
BL
1320
BFSG LLC
California
$35.7K +$13.3K +116 +63%
HIA
1321
Harbor Investment Advisory
Maryland
$35.3K – – –
TAP
1322
Tounjian Advisory Partners
Florida
$34.4K +$33K +289 New
HPC
1323
HM Payson & Co
Maine
$34.3K – – –
PRAG
1324
Portfolio Resources Advisor Group
Florida
$32.5K – – –
FLP
1325
Financial Life Planners
Arizona
$32.3K – – –