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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
476
Orin Green Financial
California
$776K – – –
SW
477
Simplicity Wealth
New Jersey
$776K +$223K +3,893 +44%
RL
478
Retireful LLC
Michigan
$766K +$719K +12,548 New
WPW
479
Waldron Private Wealth
Pennsylvania
$759K – – –
LF
480
Lantz Financial
Illinois
$750K -$28.2K -493 -4%
CPIG
481
Chicago Partners Investment Group
Illinois
$740K -$7.91K -138 -1%
CAC
482
Certified Advisory Corp
Florida
$738K -$12.4K -216 -2%
IP
483
Ignite Planners
California
$738K +$16.2K +282 +2%
CW
484
CreativeOne Wealth
Kansas
$735K +$73.8K +1,289 +12%
RSA
485
River Street Advisors
Illinois
$722K +$10.9K +191 +2%
FA
486
FC Advisory
Pennsylvania
$721K +$115 +2 +0%
PMFA
487
Plante Moran Financial Advisors
Michigan
$709K – – –
FW
488
FirstPurpose Wealth
Utah
$706K +$100K +1,749 +18%
SS
489
Sunbelt Securities
Texas
$700K +$71.2K +1,243 +12%
6F
490
626 Financial
Michigan
$696K -$59.4K -1,037 -8%
SWM
491
SFG Wealth Management
Maryland
$694K +$64K +1,117 +11%
ICG
492
InterOcean Capital Group
Tennessee
$684K – – –
MCC
493
Money Concepts Capital
Florida
$674K +$173K +3,022 +38%
HVIA
494
Hudson Valley Investment Advisors
New York
$668K +$42.8K +748 +7%
EWA
495
EP Wealth Advisors
California
$667K -$1.26M -22,077 -83%
JGIA
496
Jackson Grant Investment Advisers
Connecticut
$660K +$1.95K +34 +0.3%
CS
497
Crescent Sterling
Louisiana
$648K -$8.19K -143 -1%
3F
498
360 Financial
Minnesota
$648K -$3.67K -64 -0.6%
HWA
499
HHM Wealth Advisors
Tennessee
$644K +$1.55K +27 +0.3%
DCM
500
DGS Capital Management
New Jersey
$643K +$276K +4,823 +84%
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