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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
501
Visionary Wealth Advisors
Illinois
$455K -$432K -8,299 -48%
WH
502
Willner & Heller
California
$455K +$23.7K +456 +5%
AO
503
Advisor OS
Illinois
$451K +$5.78K +111 +1%
WA
504
Waverly Advisors
Alabama
$449K – – –
CWS
505
Confluence Wealth Services
Pennsylvania
$449K -$63.8K -1,227 -12%
SCP
506
Stevens Capital Partners
Nebraska
$447K +$459K +8,829 New
LCM
507
Leisure Capital Management
California
$445K +$457K +8,775 New
EFS
508
Essex Financial Services
Connecticut
$439K +$49.9K +959 +12%
WAG
509
Wallace Advisory Group
California
$427K +$439K +8,432 New
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$426K -$162K -3,105 -27%
VCM
511
Virtue Capital Management
Tennessee
$425K +$22.3K +428 +5%
SW
512
Simplicity Wealth
New Jersey
$424K -$3.59M -69,027 -89%
GT
513
Glenmede Trust
Pennsylvania
$423K – – –
APP
514
Avantax Planning Partners
Iowa
$416K – – –
WEG
515
World Equity Group
Illinois
$413K -$136K -2,616 -24%
BG
516
Benedetti & Gucer
Georgia
$406K +$104 +2 +0%
KOC
517
Koss-Olinger Consulting
Florida
$405K -$42.4K -814 -9%
AF
518
Advisornet Financial
Minnesota
$400K – – –
BSW
519
Buckingham Strategic Wealth
Missouri
$399K -$27.7K -533 -6%
FW
520
FirstPurpose Wealth
Utah
$395K +$42.6K +818 +12%
PFA
521
Pure Financial Advisors
California
$392K -$14.1K -271 -3%
MFA
522
McClarren Financial Advisors
Pennsylvania
$390K -$4.01K -77 -1%
KCM
523
Kennicott Capital Management
California
$389K – – –
IWA
524
Intercontinental Wealth Advisors
Texas
$388K – – –
WSWA
525
Warren Street Wealth Advisors
California
$388K -$60.7K -1,166 -13%
19 20
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