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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
376
Churchill Management
California
$734K +$103K +1,826 +14%
CA
377
Centerpoint Advisors
Massachusetts
$729K – – –
MGIA
378
Moneta Group Investment Advisors
Missouri
$726K -$104K -1,844 -11%
PT
379
Plimoth Trust
Massachusetts
$724K -$91.1K -1,620 -10%
FMN
380
Financial Management Network
California
$715K -$25K -445 -3%
FA
381
FDx Advisors
Illinois
$712K +$800K +14,221 New
FWM
382
Fingerlakes Wealth Management
New York
$701K +$17.3K +308 +2%
BC
383
Brio Consultants
California
$694K +$86K +1,528 +13%
TFS
384
Thoroughbred Financial Services
Tennessee
$688K +$330K +5,861 +74%
ELI
385
Empire Life Investments
Ontario, Canada
$686K -$124K -2,200 -14%
ACM
386
Advance Capital Management
Michigan
$671K +$277K +4,920 +58%
MWM
387
MY Wealth Management
Maryland
$668K – – –
ICG
388
InterOcean Capital Group
Tennessee
$662K – – –
PIFP
389
Partners in Financial Planning
Virginia
$649K -$80.6K -1,432 -11%
LSPW
390
Lake Street Private Wealth
Illinois
$642K -$145K -2,579 -17%
OGF
391
Orin Green Financial
California
$637K – – –
SS
392
Sunbelt Securities
Texas
$613K +$7.93K +141 +1%
LAS
393
LWM Advisory Services
Florida
$613K +$176K +3,125 +34%
LJAC
394
L.J. Altfest & Co
New York
$609K +$39.9K +710 +6%
VLC
395
Van Leeuwen & Company
New Jersey
$603K -$2.27M -40,275 -77%
PMFA
396
Plante Moran Financial Advisors
Michigan
$582K – – –
GEA
397
Glen Eagle Advisors
New Jersey
$582K +$153K +2,718 +31%
PP
398
Prosperity Planning
Missouri
$581K +$652K +11,591 New
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$577K +$41K +729 +7%
CWMGP
400
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$577K +$239K +4,245 +58%
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16
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