We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
126
Higgins & Schmidt Wealth Strategies
Colorado
$31.3M +$529K +6,175 +2%
SWP
127
Stratos Wealth Partners
Ohio
$31M +$1.83M +21,315 +7%
SF
128
Symphony Financial
Texas
$30.8M +$16.1M +187,529 +163%
AF
129
Abound Financial
California
$30.8M +$3.06M +35,639 +12%
KA
130
Kozak & Associates
Colorado
$30.7M -$243K -2,839 -0.9%
GIA
131
Gladstone Institutional Advisory
Florida
$30.6M +$2.77M +32,295 +11%
GWM
132
Geneos Wealth Management
Colorado
$30.5M -$23.2M -270,524 -46%
VCP
133
Verus Capital Partners
Arizona
$30.1M +$419K +4,889 +2%
GVAG
134
Great Valley Advisor Group
Delaware
$29.5M +$1.7M +19,872 +7%
RIM
135
Redwood Investment Management
Arizona
$29.1M +$10.8M +125,748 +70%
WMR
136
Wealth Management Resources
Rhode Island
$28.8M +$169K +1,967 +0.7%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$28.5M +$3.69M +43,084 +17%
NA
138
NewEdge Advisors
Louisiana
$28.1M -$2.89M -33,738 -10%
AWA
139
Alta Wealth Advisors
Massachusetts
$27.8M +$34.8K +406 +0.1%
TC
140
TownSquare Capital
Utah
$27.2M -$336M -3,924,180 -93%
CIA
141
Concurrent Investment Advisors
Florida
$27.1M +$2.13M +24,877 +10%
DAS
142
Diversify Advisory Services
Utah
$26.5M +$3.73M +43,477 +20%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$26.5M +$21.7M +252,900 +1,018%
DA
144
Drake & Associates
Wisconsin
$26.3M +$825K +9,620 +4%
ES
145
Eagle Strategies
New York
$26.2M -$216K -2,524 -0.9%
BCM
146
Brookstone Capital Management
Illinois
$26M -$262K -3,056 -1%
CIM
147
Confluence Investment Management
Missouri
$26M -$5.45M -63,633 -19%
IWA
148
Inspirion Wealth Advisors
Illinois
$26M +$461K +5,381 +2%
BGC
149
Beutel, Goodman & Co
Ontario, Canada
$25.8M -$1.48M -17,320 -6%
QIM
150
Quest Investment Management
Oregon
$25.7M -$445K -5,186 -2%