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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
476
Iron Horse Wealth Management
Iowa
$812K +$4.72K +77 +0.6%
JWBC
477
John W. Brooker & Co
California
$811K +$1.35K +22 +0.2%
MCC
478
Money Concepts Capital
Florida
$806K +$156K +2,551 +23%
JGIA
479
Jackson Grant Investment Advisers
Connecticut
$805K +$169K +2,767 +26%
TPWM
480
Twelve Points Wealth Management
Massachusetts
$805K – – –
VPP
481
Vertex Planning Partners
Illinois
$793K +$820K +13,379 New
MWM
482
MY Wealth Management
Maryland
$791K – – –
SA
483
Sunesis Advisors
Kansas
$775K +$801K +13,074 New
FWM
484
Fingerlakes Wealth Management
New York
$768K -$16.9K -276 -2%
PFA
485
Pinnacle Family Advisors
Missouri
$767K -$45.9K -750 -5%
GW
486
GW & Wade
Massachusetts
$767K – – –
CPIG
487
Chicago Partners Investment Group
Illinois
$764K +$62.3K +1,017 +8%
PT
488
Plimoth Trust
Massachusetts
$761K -$23.3K -380 -3%
OGF
489
Orin Green Financial
California
$754K – – –
SPC
490
Sigma Planning Corp
Michigan
$750K +$331K +5,400 +74%
BEI
491
Benjamin Edwards Inc
Missouri
$747K -$80.7K -1,317 -9%
SFG
492
Sovereign Financial Group
Connecticut
$739K -$953K -15,558 -56%
WPW
493
Waldron Private Wealth
Pennsylvania
$737K – – –
FW
494
FirstPurpose Wealth
Utah
$727K +$42.4K +692 +6%
KAS
495
KPP Advisory Services
Kentucky
$726K +$750K +12,247 New
LF
496
Lantz Financial
Illinois
$716K -$12.6K -206 -2%
IA
497
IFG Advisory
Georgia
$710K +$97.3K +1,589 +15%
SWM
498
SFG Wealth Management
Maryland
$708K +$35K +571 +5%
TA
499
TFB Advisors
Kansas
$707K +$143K +2,340 +24%
FA
500
FC Advisory
Pennsylvania
$702K +$2.08K +34 +0.3%
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