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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
376
Brinker Capital Investments
Pennsylvania
$987K -$39.3K -604 -4%
KPW
377
Kore Private Wealth
New York
$980K +$963K +14,800 New
BEI
378
Benjamin Edwards Inc
Missouri
$966K -$424K -6,516 -31%
CA
379
Centerpoint Advisors
Massachusetts
$964K -$89.1K -1,369 -9%
FMN
380
Financial Management Network
California
$953K -$13.3K -205 -1%
AWS
381
Arkfeld Wealth Strategies
Nebraska
$946K +$23.4K +360 +2%
SPWM
382
Schrum Private Wealth Management
Florida
$937K +$1.63K +25 +0.2%
CFA
383
Compass Financial Advisors
Indiana
$934K +$143K +2,201 +18%
DAS
384
Dynamic Advisor Solutions
Arizona
$922K +$486K +7,473 +116%
TFCP
385
Twin Focus Capital Partners
Massachusetts
$900K +$583K +8,965 +194%
AF
386
Advisornet Financial
Minnesota
$888K -$400K -6,154 -31%
MWM
387
MY Wealth Management
Maryland
$883K – – –
TF
388
TRH Financial
Iowa
$875K -$114K -1,749 -12%
ICG
389
InterOcean Capital Group
Tennessee
$875K +$1.04K +16 +0.1%
LIA
390
LBMC Investment Advisors
Tennessee
$874K -$70.7K -1,087 -8%
FWM
391
Fingerlakes Wealth Management
New York
$869K +$116K +1,779 +16%
CPIG
392
Chicago Partners Investment Group
Illinois
$858K +$143K +2,193 +16%
MSFS
393
Main Street Financial Solutions
Pennsylvania
$845K -$7.09K -109 -0.8%
MA
394
MONECO Advisors
Connecticut
$837K +$121K +1,859 +17%
CM
395
Churchill Management
California
$827K +$45.7K +702 +6%
WPW
396
Waldron Private Wealth
Pennsylvania
$823K – – –
PIFP
397
Partners in Financial Planning
Virginia
$807K +$219K +3,368 +33%
SS
398
Sunbelt Securities
Texas
$800K +$21.9K +337 +3%
CAC
399
Certified Advisory Corp
Florida
$794K +$144K +2,216 +23%
IFG
400
Independent Financial Group
California
$787K -$30.3K -466 -4%
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16
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