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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
451
Golden State Wealth Management
California
$323K +$334K +5,051 New
NEWAS
452
N.E.W. Advisory Services
Wisconsin
$322K – – –
FI
453
Financial Insights
Washington
$320K – – –
PMG
454
ProVise Management Group
Florida
$316K +$44.8K +678 +16%
HNB
455
Huntington National Bank
Ohio
$312K – – –
LWAC
456
Laurel Wealth Advisors (California)
California
$308K -$2.39M -36,201 -88%
EA
457
Eclectic Associates
California
$308K -$6.47K -98 -2%
S
458
SignatureFD
Georgia
$308K +$57.3K +867 +22%
ANTB
459
AMG National Trust Bank
Colorado
$307K – – –
SFG
460
SageGuard Financial Group
Tennessee
$306K -$207K -3,128 -40%
PFA
461
Paradigm Financial Advisors
Missouri
$295K – – –
MA
462
MONECO Advisors
Connecticut
$293K +$302K +4,578 New
WIA
463
World Investment Advisors
California
$285K -$22.2K -336 -7%
BHBT
464
Burke & Herbert Bank & Trust
Virginia
$285K +$23.2K +352 +9%
SAM
465
Strategy Asset Managers
California
$284K – – –
ST
466
Somerset Trust
Pennsylvania
$282K – – –
LJAC
467
L.J. Altfest & Co
New York
$280K -$39.4K -597 -12%
FT
468
Fiduciary Trust
Massachusetts
$278K – – –
RWA
469
Redhawk Wealth Advisors
Minnesota
$274K +$68.7K +1,040 +32%
CAN
470
Claraphi Advisory Network
United States
$269K +$277K +4,200 New
BI
471
Berkeley Inc
Idaho
$267K +$198 +3 +0.1%
VWM
472
Vigilare Wealth Management
Arizona
$267K +$396 +6 +0.1%
SW
473
SteelPeak Wealth
California
$267K +$462 +7 +0.2%
RJT
474
Raymond James Trust
Florida
$265K – – –
SAM
475
SignalPoint Asset Management
Missouri
$264K -$36.5K -553 -12%
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