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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
151
Towerpoint Wealth
California
$533K +$573K +16,392 New
RMAM
152
Raab & Moskowitz Asset Management
New Jersey
$529K +$468K +13,379 +461%
BWM
153
BT Wealth Management
Georgia
$524K +$514K +14,718 New
CCA
154
Clearwater Capital Advisors
Illinois
$510K -$45K -1,288 -8%
FHA
155
Flagship Harbor Advisors
Massachusetts
$505K -$21.7K -620 -4%
AWA
156
Arete Wealth Advisors
Illinois
$489K +$135K +3,871 +35%
PMFA
157
Plante Moran Financial Advisors
Michigan
$481K
PFA
158
Pure Financial Advisors
California
$476K +$7.69K +220 +2%
AC
159
Alexandria Capital
Virginia
$476K +$512K +14,659 New
AFP
160
Ausdal Financial Partners
Iowa
$460K +$101K +2,889 +26%
AF
161
Arrow Financial
New York
$455K -$111K -3,180 -18%
SS
162
Simplicity Solutions
Minnesota
$445K -$180K -5,151 -27%
MHS
163
M Holdings Securities
Oregon
$442K +$45.7K +1,309 +11%
RJT
164
Raymond James Trust
Florida
$435K
PA
165
PFG Advisors
Arizona
$432K +$108K +3,085 +34%
DAS
166
Dynamic Advisor Solutions
Arizona
$430K +$438K +12,521 New
IC
167
InterOcean Capital
Illinois
$429K +$41.9K +1,200 +10%
CA
168
Continuum Advisory
Idaho
$412K +$443K +12,684 New
CBFP
169
Cedar Brook Financial Partners
Ohio
$399K +$429K +12,286 New
CAL
170
Capital Analysts LLC
Pennsylvania
$395K +$425K +12,160 New
JGIA
171
Jackson Grant Investment Advisers
Connecticut
$382K +$3.84K +110 +0.9%
JMPWA
172
JP Morgan Private Wealth Advisors
California
$379K +$34.4K +984 +9%
DWM
173
Doyle Wealth Management
Florida
$379K +$163K +4,654 +66%
FIM
174
Fernwood Investment Management
Massachusetts
$372K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$367K +$19.2K +549 +5%