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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$3.89M +$365K +7,452 +11%
UWM
152
USAdvisors Wealth Management
Minnesota
$3.66M -$16.4K -334 -0.5%
BC
153
Burney Company
Virginia
$3.6M +$65.6K +1,338 +2%
CWM
154
CCG Wealth Management
California
$3.56M -$445K -9,082 -11%
PG
155
Prostatis Group
Maryland
$3.54M +$907K +18,508 +35%
TWM
156
Triton Wealth Management
Arizona
$3.47M +$56.9K +1,160 +2%
OAM
157
Occidental Asset Management
California
$3.46M +$24K +489 +0.7%
PFM
158
Parsec Financial Management
North Carolina
$3.43M -$215K -4,379 -6%
AWA
159
Arete Wealth Advisors
Illinois
$3.35M -$200K -4,075 -6%
KFGK
160
Keystone Financial Group (Kentucky)
Kentucky
$3.33M +$1.19M +24,364 +58%
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$3.32M +$406K +8,276 +14%
WIA
162
Wealthstreet Investment Advisors
Texas
$3.31M -$283K -5,779 -8%
OAM
163
Oppenheimer Asset Management
New York
$3.29M +$116K +2,373 +4%
CAN
164
Cetera Advisor Networks
California
$3.23M -$3.29M -67,154 -51%
MFG
165
Merit Financial Group
Georgia
$3.2M +$542K +11,049 +21%
BI
166
Ballast Inc
Kentucky
$3.14M -$490K -9,987 -14%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$3.05M +$1.96M +40,002 +179%
IA
168
IndexIQ Advisors
New York
$3.02M +$2.71M +55,368 +1,147%
Invesco
169
Invesco
Georgia
$2.93M -$121K -2,475 -4%
GG
170
GenWealth Group
New Jersey
$2.82M +$726K +14,820 +36%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$2.82M -$31.9K -650 -1%
BF
172
BOK Financial
Oklahoma
$2.8M +$328K +6,699 +14%
IWP
173
IAG Wealth Partners
Wisconsin
$2.74M -$195K -3,968 -7%
PWA
174
Providence Wealth Advisors
Illinois
$2.73M +$138K +2,820 +5%
TF
175
TIAA FSB
Florida
$2.69M -$818K -16,696 -24%