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State Street SPDR S&P 600 Small Cap Growth ETF
SLYG

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
326
Orin Green Financial
California
$243K +$241K +2,826 New
AWM
327
Aviso Wealth Management
Washington
$241K -$48.5K -568 -17%
MWM
328
Meridian Wealth Management
Kentucky
$238K +$237K +2,769 New
CAM
329
Cresset Asset Management
Illinois
$238K +$236K +2,767 New
9WM
330
9258 Wealth Management
Ohio
$237K – – –
HI
331
Horizon Investments
North Carolina
$237K +$61.7K +722 +35%
JGIA
332
Jackson Grant Investment Advisers
Connecticut
$233K -$1.11K -13 -0.5%
OFS
333
OneAscent Financial Services
Alabama
$230K -$85 -1 -0%
PIAS
334
PCA Investment Advisory Services
Ohio
$226K -$14K -164 -6%
FFO
335
Fiduciary Family Office
Florida
$224K – – –
AF
336
Allworth Financial
California
$224K +$7.69K +90 +4%
SWA
337
SOA Wealth Advisors
New York
$223K +$513 +6 +0.2%
AMM
338
American Money Management
California
$222K – – –
BMCM
339
Burns Matteson Capital Management
New York
$218K – – –
CPRC
340
Consolidated Portfolio Review Corp
New York
$213K +$212K +2,477 New
BFA
341
Bill Few Associates
Pennsylvania
$211K +$210K +2,453 New
S
342
SignatureFD
Georgia
$209K -$36.7K -429 -15%
HIS
343
Harvest Investment Services
Illinois
$207K -$85 -1 -0%
FIA
344
Foundations Investment Advisors
Arizona
$207K -$8.97K -105 -4%
EWA
345
EP Wealth Advisors
California
$198K -$2.99K -35 -1%
CA
346
CoreCap Advisors
Michigan
$177K +$27.3K +320 +18%
CIAS
347
Capital Investment Advisory Services
North Carolina
$177K +$60K +702 +52%
HFS
348
HBC Financial Services
Washington
$171K – – –
FCAS
349
First Command Advisory Services
Texas
$155K – – –
PO
350
Private Ocean
California
$147K +$427 +5 +0.3%
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