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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
426
Cadent Capital Advisors
Oklahoma
$484K +$1.29K +23 +0.2%
ASN
427
Advisory Services Network
Georgia
$484K +$29.3K +520 +6%
CB
428
Community Bank
New York
$484K +$35.7K +635 +7%
SWM
429
SFG Wealth Management
Maryland
$482K +$68.6K +1,219 +15%
KMWM
430
Keudell/Morrison Wealth Management
Oregon
$472K +$530K +9,423 New
CC
431
Callan Capital
California
$467K +$525K +9,330 New
FFM
432
Forum Financial Management
Illinois
$466K +$3.6K +64 +0.7%
FWP
433
FAS Wealth Partners
Kansas
$466K +$57.6K +1,024 +12%
3F
434
360 Financial
Minnesota
$463K -$74.9K -1,331 -12%
FNBOO
435
First National Bank of Omaha
Nebraska
$457K – – –
MP
436
McDonald Partners
Ohio
$448K -$19.7K -351 -4%
SMA
437
Sage Mountain Advisors
Georgia
$447K – – –
CPIG
438
Chicago Partners Investment Group
Illinois
$445K -$309K -5,487 -38%
WA
439
Waverly Advisors
Alabama
$444K +$498K +8,857 New
WSWA
440
Warren Street Wealth Advisors
California
$442K -$18.6K -330 -4%
KOC
441
Koss-Olinger Consulting
Florida
$441K +$54.4K +966 +12%
AO
442
Advisor OS
Illinois
$440K +$77.2K +1,372 +18%
HVIA
443
Hudson Valley Investment Advisors
New York
$438K +$25.5K +454 +5%
GM
444
GeoWealth Management
Illinois
$432K +$27.7K +493 +6%
WH
445
Willner & Heller
California
$427K -$6.98K -124 -1%
BSW
446
Buckingham Strategic Wealth
Missouri
$421K -$35.1K -623 -7%
ADIM
447
Alpha DNA Investment Management
Maryland
$418K -$988K -17,556 -68%
GT
448
Glenmede Trust
Pennsylvania
$418K – – –
HCWM
449
Harrison & Co Wealth Management
Virginia
$415K -$6.58K -117 -1%
APP
450
Avantax Planning Partners
Iowa
$411K +$462K +8,207 New
16 17
18
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