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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
401
Ayalon Insurance Company
Israel
$1.16M +$204K +3,861 +23%
CFP
402
Curran Financial Partners
South Carolina
$1.14M -$358K -6,759 -25%
IHWM
403
Iron Horse Wealth Management
Iowa
$1.13M -$16.5K -311 -2%
SFPG
404
Stonebridge Financial Planning Group
Florida
$1.12M -$95.3K -1,799 -8%
FDDB
405
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$808K +15,263 New
RW
406
Rede Wealth
Virginia
$1.11M -$22.1K -417 -2%
CAS
407
Coppell Advisory Solutions
Texas
$1.11M +$380K +7,181 +55%
CASC
408
Coppell Advisory Solutions Corp
Texas
$1.11M +$380K +7,181 +55%
LJAC
409
L.J. Altfest & Co
New York
$1.11M -$316K -5,960 -23%
CFA
410
Compass Financial Advisors
Indiana
$1.1M +$93K +1,757 +10%
BB
411
Berkshire Bank
Massachusetts
$1.09M -$387K -7,310 -27%
TIA
412
Traphagen Investment Advisors
New Jersey
$1.04M -$2.49K -47 -2%
WAM
413
WNY Asset Management
New York
$1.04M +$450K +8,507 +83%
LAS
414
LWM Advisory Services
Florida
$1.03M +$343K +6,478 +53%
IF
415
Intrua Financial
Texas
$1.02M +$44.5K +840 +5%
CM
416
Churchill Management
California
$1.01M +$115K +2,178 +14%
TBWA
417
Three Bridge Wealth Advisors
California
$1.01M +$964K +18,200 New
EWA
418
EP Wealth Advisors
California
$1.01M +$763K +14,409 +119%
HAS
419
HBW Advisory Services
California
$999K -$72K -1,359 -7%
MF
420
Meridian Financial
Massachusetts
$995K -$50.5K -953 -5%
WWM
421
Windsor Wealth Management
Indiana
$995K +$28.9K +545 +3%
RFN
422
Redwood Financial Network
Ohio
$947K -$23K -435 -2%
AWM
423
Angeles Wealth Management
California
$933K – – –
WPC
424
White Pine Capital
Minnesota
$930K +$889K +16,793 New
RIA
425
Regal Investment Advisors
Michigan
$927K – – –
15 16
17
18 19