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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
401
Churchill Management
California
$855K -$51.8K -742 -6%
PFA
402
Pinnacle Family Advisors
Missouri
$852K -$136K -1,955 -14%
ISWM
403
Independent Solutions Wealth Management
New York
$851K +$41.5K +595 +5%
BWM
404
BT Wealth Management
Georgia
$848K – – –
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$845K -$8.28M -118,572 -91%
PA
406
PFG Advisors
Arizona
$840K -$2.86K -41 -0.4%
PPA
407
Parametric Portfolio Associates
Washington
$838K +$807K +11,562 New
SWA
408
Stratos Wealth Advisors
Ohio
$837K +$120K +1,721 +18%
BC
409
Brio Consultants
California
$833K -$187K -2,685 -19%
GTAM
410
Global Trust Asset Management
Florida
$831K +$222K +3,174 +38%
DWM
411
Dakota Wealth Management
Florida
$829K +$323K +4,626 +68%
WP
412
WealthSource Partners
California
$826K +$796K +11,400 New
FWM
413
Fingerlakes Wealth Management
New York
$821K +$792K +11,345 New
GEA
414
Glen Eagle Advisors
New Jersey
$818K +$10.8K +154 +1%
GWSG
415
GPS Wealth Strategies Group
Colorado
$812K +$5.58K +80 +0.7%
CAM
416
Concorde Asset Management
Michigan
$800K +$158K +2,261 +26%
VWM
417
Venturi Wealth Management
Texas
$797K +$768K +11,000 New
PMFA
418
Plante Moran Financial Advisors
Michigan
$789K – – –
AFP
419
Advus Financial Partners
Florida
$787K – – –
SPC
420
Sigma Planning Corp
Michigan
$786K -$70.4K -1,009 -9%
CW
421
CreativeOne Wealth
Kansas
$783K -$415K -5,950 -36%
RFA
422
Reilly Financial Advisors
California
$780K -$109K -1,557 -13%
FNBOO
423
First National Bank of Omaha
Nebraska
$767K -$4.19K -60 -0.6%
SS
424
Sunbelt Securities
Texas
$763K -$20.8K -298 -3%
LJAC
425
L.J. Altfest & Co
New York
$762K +$429K +6,140 +140%
15 16
17
18 19