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

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
351
Consolidated Portfolio Review Corp
New York
$252K -$61.3K -666 -20%
NL
352
Navalign LLC
California
$251K – – –
RIL
353
Rothschild Investment LLC
Illinois
$251K – – –
WP
354
WealthPLAN Partners
Nebraska
$250K +$6.44K +70 +3%
HWM
355
HB Wealth Management
Georgia
$250K +$31.2K +339 +15%
FFO
356
Fiduciary Family Office
Florida
$246K – – –
OBWG
357
Onyx Bridge Wealth Group
New York
$243K +$237K +2,575 New
IFG
358
Independent Financial Group
California
$239K +$4.51K +49 +2%
SA
359
Sovran Advisors
California
$233K -$17.9K -195 -7%
MWM
360
Mascagni Wealth Management
Mississippi
$230K -$21.3K -232 -9%
VAG
361
VisionPoint Advisory Group
Texas
$230K +$13.3K +145 +6%
HI
362
Harper Investing
California
$230K +$460 +5 +0.2%
AC
363
AlphaCore Capital
California
$222K – – –
BMCM
364
Burns Matteson Capital Management
New York
$219K -$2.67K -29 -1%
4A
365
4Wealth Advisors
Illinois
$219K -$1.56K -17 -0.7%
FWMP
366
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$218K – – –
MPCL
367
My Personal CFO LLC
Washington
$218K +$213K +2,311 New
CWM
368
Cornerstone Wealth Management
Missouri
$216K – – –
GJIA
369
Glass Jacobson Investment Advisors
Maryland
$213K +$25.4K +276 +14%
KPWS
370
Kestra Private Wealth Services
Texas
$212K +$207K +2,249 New
AWM
371
Aviso Wealth Management
Washington
$211K -$34K -370 -14%
CFD
372
Creative Financial Designs
Indiana
$210K +$6.63K +72 +3%
FC
373
Financial Consulate
Maryland
$210K +$205K +2,225 New
AMM
374
American Money Management
California
$210K -$3.96K -43 -2%
HIS
375
Harvest Investment Services
Illinois
$208K +$203K +2,203 New
13 14
15
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