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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AO
151
Advisor OS
Illinois
$3.41M +$3.15M +75,951 New
UWM
152
USAdvisors Wealth Management
Minnesota
$3.3M +$1.95M +46,954 +178%
GVAG
153
Great Valley Advisor Group
Delaware
$3.29M +$2.32M +55,766 +318%
PFM
154
Parsec Financial Management
North Carolina
$3.27M -$213K -5,139 -7%
BI
155
Ballast Inc
Kentucky
$3.26M +$26.2K +630 +0.9%
WIA
156
Wealthstreet Investment Advisors
Texas
$3.23M -$91.8K -2,210 -3%
AWA
157
Arete Wealth Advisors
Illinois
$3.21M +$451K +10,848 +18%
TWM
158
Triton Wealth Management
Arizona
$3.19M +$20.4K +490 +0.7%
JP Morgan Chase
159
JP Morgan Chase
New York
$3.18M +$990K +23,830 +51%
BC
160
Burney Company
Virginia
$3.16M -$223K -5,375 -7%
TF
161
TIAA FSB
Florida
$3.16M +$2.92M +70,363 New
OAM
162
Occidental Asset Management
California
$3.08M +$149K +3,583 +6%
OAM
163
Oppenheimer Asset Management
New York
$2.84M +$214K +5,141 +9%
GL
164
Graypoint LLC
New York
$2.75M +$2.54M +61,265 New
Invesco
165
Invesco
Georgia
$2.74M -$89.4K -2,152 -3%
IWP
166
IAG Wealth Partners
Wisconsin
$2.64M +$133K +3,198 +6%
BWFA
167
Baltimore-Washington Financial Advisors
Maryland
$2.6M +$145K +3,483 +6%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$2.56M +$225K +5,414 +11%
MSAM
169
Moloney Securities Asset Management
Missouri
$2.49M +$1.2M +28,779 +108%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$2.48M – – –
NA
171
NewEdge Advisors
Louisiana
$2.42M +$135K +3,250 +6%
US Bancorp
172
US Bancorp
Minnesota
$2.39M +$283K +6,823 +15%
MFG
173
Merit Financial Group
Georgia
$2.37M -$208K -5,016 -9%
PG
174
Prostatis Group
Maryland
$2.34M -$765K -18,419 -26%
PWA
175
Providence Wealth Advisors
Illinois
$2.32M +$40.2K +967 +2%