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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
351
WealthPLAN Partners
Nebraska
$775K +$59.1K +895 +9%
GI
352
Gradient Investments
Minnesota
$773K +$68.6K +1,039 +9%
MP
353
McDonald Partners
Ohio
$772K -$89.1K -1,350 -10%
SS
354
Sunbelt Securities
Texas
$761K – – –
ADIM
355
Alpha DNA Investment Management
Maryland
$760K -$1.11M -16,795 -59%
SPC
356
Sigma Planning Corp
Michigan
$759K +$54.2K +821 +7%
CCA
357
Cadent Capital Advisors
Oklahoma
$750K +$1.25K +19 +0.2%
BWM
358
BT Wealth Management
Georgia
$749K – – –
SF
359
Summit Financial
New Jersey
$745K +$242K +3,670 +46%
NS
360
Newman & Schimel
Illinois
$744K +$462 +7 +0.1%
PA
361
PFG Advisors
Arizona
$744K +$71.5K +1,083 +10%
DC
362
Davenport & Co
Virginia
$741K +$765K +11,581 New
BBPWM
363
Blue Bell Private Wealth Management
Pennsylvania
$736K +$661K +10,003 +667%
NA
364
NewEdge Advisors
Louisiana
$728K -$39.2K -594 -5%
ISWM
365
Independent Solutions Wealth Management
New York
$714K -$31.2K -473 -4%
GWSG
366
GPS Wealth Strategies Group
Colorado
$713K -$23.3K -353 -3%
GEA
367
Glen Eagle Advisors
New Jersey
$713K +$80.8K +1,224 +12%
WAM
368
Wallington Asset Management
Indiana
$699K +$279K +4,230 +63%
PMFA
369
Plante Moran Financial Advisors
Michigan
$697K -$24K -363 -3%
CFAM
370
Center For Asset Management
Florida
$693K +$715K +10,829 New
CAC
371
Certified Advisory Corp
Florida
$692K -$70.3K -1,065 -9%
TI
372
Trexquant Investment
Connecticut
$683K +$704K +10,666 New
FNBOO
373
First National Bank of Omaha
Nebraska
$681K -$50.8K -770 -7%
CB
374
Community Bank
New York
$668K -$84.3K -1,277 -11%
JGIA
375
Jackson Grant Investment Advisers
Connecticut
$666K +$1.06K +16 +0.2%
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15
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