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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
351
Level Four Advisory Services
Texas
$490K +$56.9K +1,015 +13%
ACI
352
Alpha Cubed Investments
California
$481K +$18.4K +329 +4%
CT
353
Caldwell Trust
Florida
$473K +$126K +2,255 +37%
PPP
354
Private Portfolio Partners
New Jersey
$473K +$66.9K +1,195 +17%
LFG
355
Larson Financial Group
Missouri
$458K +$89.5K +1,598 +25%
JWCA
356
J.W. Coons Advisors
Ohio
$448K -$24.1K -430 -5%
DWM
357
Dakota Wealth Management
Florida
$448K +$11.4K +203 +3%
SAG
358
Spotlight Asset Group
Illinois
$439K -$189K -3,375 -30%
KCM
359
Kennicott Capital Management
California
$437K +$435K +7,757 New
SFG
360
SageGuard Financial Group
Tennessee
$432K +$13.7K +244 +3%
MIM
361
Moseley Investment Management
Florida
$428K -$8.18K -146 -2%
SI
362
Stephens Inc
Arkansas
$426K +$58.8K +1,050 +16%
BCI
363
Brinker Capital Investments
Pennsylvania
$426K +$113K +2,024 +37%
CA
364
Cetera Advisors
Colorado
$422K +$145K +2,584 +53%
IWA
365
Intercontinental Wealth Advisors
Texas
$421K +$15.9K +284 +4%
IWC
366
Integrated Wealth Concepts
Massachusetts
$419K -$36.1K -645 -8%
QC
367
QCM Cayman
Texas
$418K -$109K -1,940 -21%
APA
368
American Portfolios Advisors
New York
$410K -$42.5K -759 -9%
MWC
369
MBM Wealth Consultants
Missouri
$408K +$4.65K +83 +1%
FG
370
Fiduciary Group
Georgia
$403K -$21.4K -382 -5%
CAM
371
Cozad Asset Management
Illinois
$403K +$1.68K +30 +0.4%
DCM
372
Donaldson Capital Management
Indiana
$395K -$61.7K -1,101 -14%
AIA
373
Angeles Investment Advisors
California
$391K – – –
TCM
374
Tradewinds Capital Management
Washington
$384K -$19.8M -352,605 -98%
MCM
375
MAI Capital Management
Ohio
$382K -$7.84K -140 -2%
13 14
15
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