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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
226
Boyd Wealth Management
California
$8.24M -$19.6M -318,581 -72%
AFTS
227
American Financial & Tax Strategies
New York
$8.21M +$7.78M +126,238 New
SFMG
228
Sage Financial Management Group
Virginia
$8.11M -$131K -2,121 -2%
MPW
229
Melone Private Wealth
Michigan
$8.01M -$812K -13,173 -10%
EFG
230
Ethos Financial Group
Pennsylvania
$7.87M -$4.07K -66 -0.1%
ARC
231
Advisor Resource Council
Texas
$7.87M +$7.46M +120,945 New
IWN
232
Independent Wealth Network
Iowa
$7.8M +$51.6K +837 +0.7%
GG
233
GenWealth Group
New Jersey
$7.56M +$205K +3,319 +3%
FIM
234
Freedom Investment Management
Connecticut
$7.52M +$568K +9,205 +9%
QC
235
Quent Capital
New York
$7.44M +$380K +6,166 +6%
MPM
236
Meritage Portfolio Management
Kansas
$7.38M -$247K -4,001 -3%
CIM
237
Confluence Investment Management
Missouri
$7.36M +$53.6K +870 +0.8%
BWG
238
Balanced Wealth Group
Ohio
$7.32M +$6.94M +112,537 New
WFA
239
Wellspring Financial Advisors
Ohio
$7.29M -$425K -6,896 -6%
OPWM
240
Oxinas Partners Wealth Management
Indiana
$7.27M -$158K -2,567 -2%
1SB
241
1ST Source Bank
Indiana
$7.24M -$40.5K -657 -0.6%
LF
242
LifePlan Financial
Minnesota
$7.11M +$6.73M +109,216 New
AF
243
Apollon Financial
South Carolina
$6.98M +$6.61M +107,243 New
BFG
244
Buttonwood Financial Group
Missouri
$6.97M +$114K +1,849 +2%
RWA
245
Rooted Wealth Advisors
Illinois
$6.89M -$164K -2,667 -3%
CWM
246
Collaborative Wealth Management
Florida
$6.73M +$427K +6,932 +7%
TC
247
TAGStone Capital
North Carolina
$6.71M +$47.3K +767 +0.7%
UCFA
248
United Capital Financial Advisors
Texas
$6.54M -$572K -9,269 -8%
PA
249
Probity Advisors
Texas
$6.51M -$375K -6,080 -6%
OPPS
250
Obsidian Personal Planning Solutions
Maryland
$6.44M +$252K +4,086 +4%
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