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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
401
Confluence Wealth Services
Pennsylvania
$607K +$141K +2,457 +32%
TF
402
TRH Financial
Iowa
$601K -$97.9K -1,708 -13%
LJAC
403
L.J. Altfest & Co
New York
$599K +$131K +2,286 +25%
NFSG
404
Newbridge Financial Services Group
Florida
$592K +$82.8K +1,444 +15%
3F
405
360 Financial
Minnesota
$577K +$102K +1,784 +18%
SPWM
406
Schrum Private Wealth Management
Florida
$571K -$253K -4,408 -29%
AFP
407
Advus Financial Partners
Florida
$568K – – –
PFA
408
Pinnacle Family Advisors
Missouri
$565K +$7.45K +130 +1%
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$564K -$695K -12,116 -53%
TPWM
410
Twelve Points Wealth Management
Massachusetts
$564K +$619K +10,797 New
ISWM
411
Independent Solutions Wealth Management
New York
$562K -$4.7K -82 -0.8%
SFS
412
Security Financial Services
Indiana
$561K +$146K +2,540 +31%
JGIA
413
Jackson Grant Investment Advisers
Connecticut
$559K +$1.49K +26 +0.2%
MCC
414
Money Concepts Capital
Florida
$557K -$802K -13,983 -57%
CAC
415
Certified Advisory Corp
Florida
$552K -$82.9K -1,446 -12%
PA
416
PFG Advisors
Arizona
$551K -$32.5K -567 -5%
AF
417
Advisornet Financial
Minnesota
$550K -$166K -2,889 -22%
WAOI
418
Wealth Advisors of Iowa
Iowa
$544K -$7.71M -134,408 -93%
GW
419
GW & Wade
Massachusetts
$537K – – –
HLOC
420
H.L. Ormond & Company
North Carolina
$533K +$155K +2,704 +36%
IFG
421
Independent Financial Group
California
$520K -$112K -1,956 -16%
CAMG
422
CWA Asset Management Group
Florida
$512K -$79.9K -1,393 -12%
OCPWS
423
One Charles Private Wealth Services
Massachusetts
$510K – – –
SFPG
424
Stonebridge Financial Planning Group
Florida
$510K +$560K +9,761 New
CCA
425
Cadent Capital Advisors
Oklahoma
$504K +$1.38K +24 +0.2%
15 16
17
18 19