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State Street SPDR Portfolio S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
176
Carnegie Investment Counsel
Ohio
$15.4M -$288K -4,132 -2%
AssetMark Inc
177
AssetMark Inc
California
$15M +$4.79M +68,867 +51%
BMMM
178
Boston Mountain Money Management
Arkansas
$14.9M +$14.2M +204,205 New
WFA
179
Wells Financial Advisors
Massachusetts
$14.8M +$83.5K +1,199 +0.6%
PCA
180
Prosperity Capital Advisors
Ohio
$14.8M +$13.7M +196,420 +3,629%
PRI
181
Prepared Retirement Institute
Pennsylvania
$14.6M +$712K +10,223 +5%
HFS
182
Horizon Financial Services
North Carolina
$14.5M +$83.9K +1,205 +0.6%
SMF
183
Sterling Manor Financial
New York
$14.4M +$727K +10,443 +6%
HG
184
Harbor Group
New Hampshire
$13.9M +$557K +8,002 +4%
OL
185
Optas LLC
Texas
$13.9M -$638K -9,172 -5%
WI
186
WrapManager Inc
California
$13.8M +$3.53M +50,687 +37%
TFCP
187
Twin Focus Capital Partners
Massachusetts
$13.7M +$1.11M +15,933 +9%
CIA
188
Concurrent Investment Advisors
Florida
$13.7M -$310K -4,455 -2%
CI
189
CX Institutional
Indiana
$13.5M +$3.43M +49,299 +36%
TWP
190
Tower Wealth Partners
Pennsylvania
$13.4M +$194K +2,783 +2%
MFA
191
Millington Financial Advisors
Illinois
$13.3M +$192K +2,754 +2%
GRP
192
Global Retirement Partners
California
$13.2M +$2.62M +37,691 +26%
PWPS
193
Pinnacle Wealth Planning Services
Ohio
$13M +$23.5K +337 +0.2%
GM
194
GeoWealth Management
Illinois
$12.6M +$11.7M +168,236 +4,329%
AI
195
Atria Investments
North Carolina
$12.4M +$5.69M +81,722 +93%
MWM
196
McNaughton Wealth Management
California
$12.3M -$65K -934 -0.6%
DWM
197
Dakota Wealth Management
Florida
$12M +$1.31M +18,864 +13%
GIA
198
GHP Investment Advisors
Colorado
$12M -$79.3K -1,139 -0.7%
WANY
199
Wealthspire Advisors (New York)
New York
$12M -$896K -12,870 -7%
AC
200
Avestar Capital
New York
$11.9M +$4.95M +71,173 +78%