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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
126
Moloney Securities Asset Management
Missouri
$968K -$832K -23,818 -44%
ARG
127
Advisory Resource Group
Oklahoma
$968K +$1.04M +29,777 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$940K +$299K +8,549 +42%
GWM
129
Geneos Wealth Management
Colorado
$926K +$170K +4,868 +20%
SHIM
130
Stone House Investment Management
Pennsylvania
$908K +$33.4K +957 +4%
CCM
131
Condor Capital Management
New Jersey
$846K +$83.6K +2,391 +10%
Stifel Financial
132
Stifel Financial
Missouri
$842K +$291K +8,316 +47%
CB
133
Community Bank
New York
$827K +$157K +4,485 +21%
Creative Planning
134
Creative Planning
Kansas
$803K -$34K -972 -4%
Citadel Advisors
135
Citadel Advisors
Florida
$769K +$827K +23,656 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$754K +$393K +11,250 +94%
IWM
137
IHT Wealth Management
Illinois
$718K +$130K +3,730 +20%
RIA
138
Regal Investment Advisors
Michigan
$672K -$198K -5,679 -22%
CIAS
139
Capital Investment Advisory Services
North Carolina
$672K -$17.7K -507 -2%
RFA
140
Reilly Financial Advisors
California
$666K +$44.8K +1,282 +7%
TFA
141
Transamerica Financial Advisors
Florida
$663K +$713K +20,398 New
PT
142
Plimoth Trust
Massachusetts
$636K -$52.9K -1,515 -7%
CPA
143
Clear Perspective Advisors
Illinois
$625K +$139K +3,968 +26%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$617K +$194K +5,538 +41%
GTAM
145
Global Trust Asset Management
Florida
$608K +$160K +4,570 +32%
Millennium Management
146
Millennium Management
New York
$579K +$623K +17,813 New
CCT
147
Country Club Trust
Missouri
$562K +$605K +17,300 New
LIA
148
LBMC Investment Advisors
Tennessee
$559K -$30.2K -865 -5%
US Bancorp
149
US Bancorp
Minnesota
$539K -$296K -8,483 -34%
PTC
150
Private Trust Company
Ohio
$539K -$47.4K -1,356 -8%