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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$5.89M +$689K +10,438 +13%
HG
177
Harbor Group
New Hampshire
$5.86M +$43.5K +658 +0.7%
MWA
178
Motive Wealth Advisors
Michigan
$5.83M +$1.47M +22,271 +32%
KFGK
179
Keystone Financial Group (Kentucky)
Kentucky
$5.78M +$208K +3,147 +4%
GWM
180
Geneos Wealth Management
Colorado
$5.74M +$178K +2,690 +3%
PA
181
Probity Advisors
Texas
$5.72M +$2.18K +33 +0%
QIM
182
Quest Investment Management
Oregon
$5.69M +$505K +7,640 +9%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$5.45M +$356K +5,385 +7%
TWM
184
Triton Wealth Management
Arizona
$5.34M +$23.4K +354 +0.4%
PFG
185
PAX Financial Group
Texas
$5.29M +$171K +2,589 +3%
FC
186
Financial Council
Maryland
$5.11M +$5.27M +79,843 New
HI
187
Harbour Investments
Wisconsin
$5.03M -$235K -3,564 -4%
PPWM
188
PFG Private Wealth Management
Florida
$4.82M +$173K +2,617 +4%
AO
189
Advisor OS
Illinois
$4.6M +$9.51K +144 +0.2%
BC
190
Burney Company
Virginia
$4.59M +$164K +2,479 +4%
CFG
191
Citizens Financial Group
Rhode Island
$4.56M +$1.61M +24,372 +52%
PWA
192
Providence Wealth Advisors
Illinois
$4.34M +$11.2K +170 +0.3%
UWM
193
USAdvisors Wealth Management
Minnesota
$4.34M -$293K -4,436 -6%
RIS
194
Retirement Income Solutions
Michigan
$4.33M +$80.2K +1,214 +2%
BAM
195
Bruderman Asset Management
New York
$4.15M +$4.28M +64,849 New
OAM
196
Oppenheimer Asset Management
New York
$4.12M -$4.36K -66 -0.1%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$4.11M +$2.97M +45,045 +235%
CA
198
Continuum Advisory
Idaho
$4.08M +$1.14M +17,273 +37%
CA
199
CGN Advisors
Kansas
$4.06M -$224K -3,393 -5%
ACM
200
Advisors Capital Management
New Jersey
$4.01M +$1.57M +23,772 +61%