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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
501
John W. Brooker & Co
California
$440K – – –
RFN
502
RDA Financial Network
Iowa
$440K – – –
CA
503
Calton & Associates
Florida
$437K +$16.5K +237 +4%
LW
504
Linscomb Wealth
Texas
$436K +$698 +10 +0.2%
FTS
505
Fifth Third Securities
Ohio
$432K +$416K +5,966 New
CPA
506
Clear Perspective Advisors
Illinois
$422K +$4.54K +65 +1%
FC
507
Fusion Capital
South Carolina
$404K +$70 +1 +0%
PC
508
Permanens Capital
New York
$403K +$15.9K +228 +4%
FAM
509
Formidable Asset Management
Ohio
$402K +$387K +5,544 New
DA
510
Detalus Advisors
Missouri
$398K +$14.6K +209 +4%
EWA
511
EP Wealth Advisors
California
$392K -$8.17K -117 -2%
CAM
512
Cresset Asset Management
Illinois
$391K +$377K +5,394 New
RWA
513
Redhawk Wealth Advisors
Minnesota
$382K +$69.3K +993 +23%
SC
514
Savant Capital
Illinois
$378K -$58.3K -835 -14%
NEWAS
515
N.E.W. Advisory Services
Wisconsin
$378K +$12.5K +179 +4%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$376K +$206K +2,953 +132%
WI
517
WBI Investments
New Jersey
$375K +$628 +9 +0.2%
AFM
518
Abbot Financial Management
Massachusetts
$370K – – –
DL
519
DOHJ LLC
Washington
$368K +$6.21K +89 +2%
FI
520
Financial Insights
Washington
$362K – – –
BHBT
521
Burke & Herbert Bank & Trust
Virginia
$354K +$30.3K +434 +10%
HNB
522
Huntington National Bank
Ohio
$353K – – –
ANTB
523
AMG National Trust Bank
Colorado
$348K – – –
PMG
524
ProVise Management Group
Florida
$336K -$21.5K -308 -6%
TFCP
525
Twin Focus Capital Partners
Massachusetts
$336K +$323K +4,630 New
19 20
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