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

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Axxcess Wealth Management
California
$241K +$219K +2,023 New
SWA
402
Stratos Wealth Advisors
Ohio
$240K +$218K +2,013 New
WA
403
Westfuller Advisors
New York
$237K +$215K +1,987 New
HWA
404
Heartwood Wealth Advisors
Virginia
$236K +$215K +1,983 New
TWM
405
Trueblood Wealth Management
Ohio
$234K +$213K +1,966 New
FWIA
406
Fort Washington Investment Advisors
Ohio
$234K +$213K +1,964 New
BPW
407
BLVD Private Wealth
Kentucky
$232K -$19.6K -181 -9%
MWM
408
Meridian Wealth Management
Kentucky
$229K +$208K +1,925 New
MWM
409
MY Wealth Management
Maryland
$229K +$208K +1,924 New
MHWM
410
Montz Harcus Wealth Management
Louisiana
$229K +$208K +1,922 New
CFG
411
Certior Financial Group
Pennsylvania
$228K +$207K +1,913 New
AMG
412
Asset Management Group
Connecticut
$226K +$205K +1,896 New
SPC
413
Sigma Planning Corp
Michigan
$224K -$426K -3,935 -68%
CL
414
CLG LLC
California
$224K +$203K +1,877 New
GT
415
Glenmede Trust
Pennsylvania
$223K – – –
BFA
416
Beaumont Financial Advisors
Massachusetts
$222K +$202K +1,867 New
MWM
417
Modera Wealth Management
New Jersey
$222K +$202K +1,864 New
CCM
418
Coldstream Capital Management
Washington
$219K +$199K +1,840 New
PA
419
PFG Advisors
Arizona
$218K +$198K +1,829 New
FHC
420
First Horizon Corporation
Tennessee
$217K – – –
APA
421
Astoria Portfolio Advisors
New York
$216K +$196K +1,816 New
GKWIM
422
Gerber Kawasaki Wealth & Investment Management
California
$215K +$196K +1,807 New
AWAU
423
Alliance Wealth Advisors (Utah)
Utah
$215K -$79.6K -736 -29%
CW
424
CreativeOne Wealth
Kansas
$214K +$195K +1,799 New
NL
425
Navalign LLC
California
$213K +$193K +1,787 New
15 16
17
18 19