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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
526
Permanens Capital
New York
$333K -$34.8K -534 -10%
DCM
527
Davidson Capital Management
Texas
$332K +$326K +5,014 New
FI
528
Financial Insights
Washington
$331K – – –
SIC
529
Samalin Investment Counsel
New York
$325K +$71.2K +1,094 +29%
HNB
530
Huntington National Bank
Ohio
$323K – – –
ANTB
531
AMG National Trust Bank
Colorado
$318K – – –
FG
532
Fiduciary Group
Georgia
$316K -$43.2K -664 -10%
PMG
533
ProVise Management Group
Florida
$307K – – –
BAM
534
Bruderman Asset Management
New York
$305K -$983K -15,105 -77%
TFA
535
Teamwork Financial Advisors
Texas
$303K -$268K -4,121 -47%
BI
536
Ballast Inc
Kentucky
$302K -$3.71K -57 -1%
NS
537
Newman & Schimel
Illinois
$301K +$521 +8 +0.2%
FWP
538
FAS Wealth Partners
Kansas
$301K +$169K +2,603 +134%
MCM
539
McDonough Capital Management
Florida
$297K +$11.6K +179 +4%
PP
540
Patten & Patten
Tennessee
$295K +$290K +4,452 New
DWM
541
Drive Wealth Management
Utah
$294K +$31.3K +481 +12%
EA
542
Eclectic Associates
California
$293K – – –
ST
543
Somerset Trust
Pennsylvania
$292K – – –
FT
544
Fiduciary Trust
Massachusetts
$288K – – –
SW
545
SteelPeak Wealth
California
$279K +$3.38K +52 +1%
ML
546
McAdam LLC
Pennsylvania
$278K +$26.9K +414 +11%
CBFP
547
Cedar Brook Financial Partners
Ohio
$277K -$153K -2,355 -36%
VWM
548
Vigilare Wealth Management
Arizona
$277K +$456 +7 +0.2%
AWM
549
Aprio Wealth Management
Georgia
$276K -$4.25M -65,242 -94%
LA
550
Lifeworks Advisors
Michigan
$276K -$521 -8 -0.2%
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