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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
151
Levy Wealth Management Group
Pennsylvania
$6.95M -$5.23M -93,008 -40%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$6.95M +$4.03M +71,687 +107%
GWM
153
Geneos Wealth Management
Colorado
$6.86M +$885K +15,728 +13%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$6.81M +$419K +7,445 +6%
HG
155
Harbor Group
New Hampshire
$6.74M +$1.28M +22,826 +20%
PWPS
156
Pinnacle Wealth Planning Services
Ohio
$6.71M +$301K +5,344 +4%
SFG
157
StrategIQ Financial Group
Indiana
$6.62M +$780K +13,866 +12%
FC
158
Financial Council
Maryland
$6.52M +$733K +13,026 +11%
WFA
159
Wells Financial Advisors
Massachusetts
$6.47M +$126K +2,246 +2%
FZCM
160
Flynn Zito Capital Management
New York
$6.36M +$7.14M +126,899 New
GIA
161
GHP Investment Advisors
Colorado
$6.09M +$1.46M +26,037 +27%
WFPG
162
Waller Financial Planning Group
Ohio
$5.98M +$20.8K +370 +0.3%
FIM
163
Freedom Investment Management
Connecticut
$5.92M +$413K +7,334 +7%
MWM
164
McNaughton Wealth Management
California
$5.87M +$3.65M +64,887 +124%
FAIM
165
Financial Advocates Investment Management
Washington
$5.76M +$841K +14,952 +15%
OC
166
Oarsman Capital
Wisconsin
$5.72M +$608K +10,810 +10%
PC
167
Pecaut & Co
Iowa
$5.72M +$1.09M +19,429 +21%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$5.69M +$3.7M +65,835 +138%
GG
169
GenWealth Group
New Jersey
$5.63M +$129K +2,284 +2%
QC
170
Quent Capital
New York
$5.58M +$343K +6,103 +6%
CWM
171
Cornerstone Wealth Management
Missouri
$5.51M +$392K +6,962 +7%
AWA
172
Alta Wealth Advisors
Massachusetts
$5.5M +$798K +14,189 +15%
ACA
173
Affinity Capital Advisors
California
$5.47M +$58.1K +1,033 +1%
TFA
174
Tobias Financial Advisors
Florida
$5.47M +$813K +14,447 +15%
9WM
175
9258 Wealth Management
Ohio
$5.34M +$1.94M +34,451 +48%