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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
151
Waller Financial Planning Group
Ohio
$7.46M +$158K +2,386 +2%
FHA
152
Flagship Harbor Advisors
Massachusetts
$7.37M
CWM
153
CCG Wealth Management
California
$7.21M +$89.7K +1,358 +1%
CSPAM
154
Cary Street Partners Asset Management
Virginia
$7.03M +$353K +5,340 +5%
FIM
155
Freedom Investment Management
Connecticut
$6.97M -$315K -4,773 -4%
GP
156
Girard Partners
Pennsylvania
$6.94M -$785K -11,890 -10%
CCFM
157
Clear Creek Financial Management
Washington
$6.87M -$76.9K -1,164 -1%
SFG
158
StrategIQ Financial Group
Indiana
$6.81M +$34.7K +525 +0.5%
GG
159
GenWealth Group
New Jersey
$6.74M +$138K +2,085 +2%
JP Morgan Chase
160
JP Morgan Chase
New York
$6.71M +$4.69M +70,958 +210%
BB
161
Berkshire Bank
Massachusetts
$6.66M -$132K -1,996 -2%
BWFA
162
Baltimore-Washington Financial Advisors
Maryland
$6.6M +$764K +11,565 +13%
GM
163
GeoWealth Management
Illinois
$6.59M +$6.8M +102,961 New
RZH
164
Relyea Zuckerberg Hanson
Connecticut
$6.54M -$30.4K -460 -0.4%
MSAM
165
Moloney Securities Asset Management
Missouri
$6.52M -$76.1K -1,153 -1%
FCMT
166
Founders Capital Management (Texas)
Texas
$6.51M -$556K -8,419 -8%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.42M +$135K +2,040 +2%
SWM
168
SigFig Wealth Management
California
$6.41M +$197K +2,982 +3%
OAM
169
Occidental Asset Management
California
$6.31M -$99.8K -1,511 -2%
CWM
170
Cornerstone Wealth Management
Missouri
$6.24M +$1.3M +19,715 +25%
CI
171
Cavalier Investments
Georgia
$6.17M +$3.24M +49,025 +103%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$6.05M +$3.71M +56,243 +147%
TCA
173
Transcend Capital Advisors
New Jersey
$5.99M +$5.78M +87,530 New
OC
174
Oarsman Capital
Wisconsin
$5.95M -$211K -3,193 -3%
WFA
175
Wells Financial Advisors
Massachusetts
$5.93M +$163K +2,474 +3%