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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
401
Independent Solutions Wealth Management
New York
$851K +$41.5K +595 +5%
BWM
402
BT Wealth Management
Georgia
$848K – – –
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$845K -$8.28M -118,572 -91%
PA
404
PFG Advisors
Arizona
$840K -$2.86K -41 -0.4%
PPA
405
Parametric Portfolio Associates
Washington
$838K +$807K +11,562 New
SWA
406
Stratos Wealth Advisors
Ohio
$837K +$120K +1,721 +18%
BC
407
Brio Consultants
California
$833K -$187K -2,685 -19%
GTAM
408
Global Trust Asset Management
Florida
$831K +$222K +3,174 +38%
DWM
409
Dakota Wealth Management
Florida
$829K +$323K +4,626 +68%
WP
410
WealthSource Partners
California
$826K +$796K +11,400 New
FWM
411
Fingerlakes Wealth Management
New York
$821K +$792K +11,345 New
GEA
412
Glen Eagle Advisors
New Jersey
$818K +$10.8K +154 +1%
GWSG
413
GPS Wealth Strategies Group
Colorado
$812K +$5.58K +80 +0.7%
CAM
414
Concorde Asset Management
Michigan
$800K +$158K +2,261 +26%
VWM
415
Venturi Wealth Management
Texas
$797K +$768K +11,000 New
PMFA
416
Plante Moran Financial Advisors
Michigan
$789K – – –
SPC
417
Sigma Planning Corp
Michigan
$786K -$70.4K -1,009 -9%
CW
418
CreativeOne Wealth
Kansas
$783K -$415K -5,950 -36%
RFA
419
Reilly Financial Advisors
California
$780K -$109K -1,557 -13%
FNBOO
420
First National Bank of Omaha
Nebraska
$767K -$4.19K -60 -0.6%
SS
421
Sunbelt Securities
Texas
$763K -$20.8K -298 -3%
LJAC
422
L.J. Altfest & Co
New York
$762K +$429K +6,140 +140%
JGIA
423
Jackson Grant Investment Advisers
Connecticut
$758K +$3.7K +53 +0.5%
WP
424
WealthPLAN Partners
Nebraska
$742K +$29.7K +425 +4%
CB
425
Community Bank
New York
$741K -$14.7K -210 -2%
15 16
17
18 19