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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
326
Pecaut & Co
Iowa
$778K +$741K +12,358 New
MSFS
327
Main Street Financial Solutions
Pennsylvania
$772K -$33K -550 -4%
CT
328
Caldwell Trust
Florida
$763K +$225K +3,743 +45%
SS
329
Sunbelt Securities
Texas
$761K -$30.2K -503 -4%
NA
330
NewEdge Advisors
Louisiana
$754K +$113K +1,883 +19%
CAC
331
Certified Advisory Corp
Florida
$748K -$78.2K -1,304 -10%
FTUS
332
Flow Traders U.S.
New York
$739K +$704K +11,736 New
CB
333
Community Bank
New York
$737K -$221K -3,690 -24%
BWM
334
BT Wealth Management
Georgia
$737K – – –
CCA
335
Cadent Capital Advisors
Oklahoma
$737K +$3K +50 +0.4%
NS
336
Newman & Schimel
Illinois
$732K +$22K +366 +3%
ISWM
337
Independent Solutions Wealth Management
New York
$732K +$62.2K +1,037 +10%
CF
338
Clarity Financial
Texas
$729K +$694K +11,574 New
GWSG
339
GPS Wealth Strategies Group
Colorado
$723K -$110K -1,829 -14%
DAS
340
Dynamic Advisor Solutions
Arizona
$718K +$71K +1,184 +12%
SL
341
Salomon & Ludwin
Virginia
$710K +$40.4K +673 +6%
MFA
342
McClarren Financial Advisors
Pennsylvania
$709K -$253K -4,223 -27%
PMFA
343
Plante Moran Financial Advisors
Michigan
$709K -$56.5K -942 -8%
GI
344
Gradient Investments
Minnesota
$695K -$26.3K -439 -4%
SPC
345
Sigma Planning Corp
Michigan
$695K +$51.6K +861 +8%
BC
346
Burleson & Co
California
$684K -$101K -1,690 -13%
SWA
347
Stratos Wealth Advisors
Ohio
$677K +$85.2K +1,420 +15%
SB
348
Strategic Blueprint
Georgia
$677K +$324K +5,401 +101%
OCPWS
349
One Charles Private Wealth Services
Massachusetts
$665K +$633K +10,553 New
PA
350
PFG Advisors
Arizona
$664K +$20.5K +341 +3%
12 13
14
15 16