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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
526
Main Street Research
Connecticut
$334K +$329K +5,051 New
PC
527
Permanens Capital
New York
$333K -$34.8K -534 -10%
DCM
528
Davidson Capital Management
Texas
$332K +$326K +5,014 New
FI
529
Financial Insights
Washington
$331K – – –
SIC
530
Samalin Investment Counsel
New York
$325K +$71.2K +1,094 +29%
HNB
531
Huntington National Bank
Ohio
$323K – – –
ANTB
532
AMG National Trust Bank
Colorado
$318K – – –
FG
533
Fiduciary Group
Georgia
$316K -$43.2K -664 -10%
PMG
534
ProVise Management Group
Florida
$307K – – –
BAM
535
Bruderman Asset Management
New York
$305K -$983K -15,105 -77%
TFA
536
Teamwork Financial Advisors
Texas
$303K -$268K -4,121 -47%
BI
537
Ballast Inc
Kentucky
$302K -$3.71K -57 -1%
NS
538
Newman & Schimel
Illinois
$301K +$521 +8 +0.2%
FWP
539
FAS Wealth Partners
Kansas
$301K +$169K +2,603 +134%
MCM
540
McDonough Capital Management
Florida
$297K +$11.6K +179 +4%
PP
541
Patten & Patten
Tennessee
$295K +$290K +4,452 New
DWM
542
Drive Wealth Management
Utah
$294K +$31.3K +481 +12%
EA
543
Eclectic Associates
California
$293K – – –
ST
544
Somerset Trust
Pennsylvania
$292K – – –
FT
545
Fiduciary Trust
Massachusetts
$288K – – –
SW
546
SteelPeak Wealth
California
$279K +$3.38K +52 +1%
ML
547
McAdam LLC
Pennsylvania
$278K +$26.9K +414 +11%
CBFP
548
Cedar Brook Financial Partners
Ohio
$277K -$153K -2,355 -36%
VWM
549
Vigilare Wealth Management
Arizona
$277K +$456 +7 +0.2%
AWM
550
Aprio Wealth Management
Georgia
$276K -$4.25M -65,242 -94%
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