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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
526
Cape Investment Advisory
Georgia
$412K +$395K +7,451 New
BA
527
Ballast Advisors
Minnesota
$411K +$3.02K +57 +0.8%
BFG
528
Bleakley Financial Group
New Jersey
$411K -$10.9K -206 -3%
SI
529
Stephens Inc
Arkansas
$409K +$11.2K +212 +3%
WSWA
530
Warren Street Wealth Advisors
California
$404K -$19.2K -362 -5%
MCWS
531
McKinley Carter Wealth Services
West Virginia
$403K +$85.7K +1,619 +29%
SAG
532
Spotlight Asset Group
Illinois
$403K +$412K +7,782 New
FFN
533
Focus Financial Network
Minnesota
$401K -$2.06K -39 -0.5%
AWS
534
AJ Wealth Strategies
New York
$399K +$382K +7,213 New
BSW
535
Buckingham Strategic Wealth
Missouri
$399K – – –
TYCC
536
Texas Yale Capital Corp
Florida
$398K – – –
FTS
537
Fifth Third Securities
Ohio
$398K +$22.7K +428 +6%
JCM
538
Jacobi Capital Management
Pennsylvania
$395K +$53 +1 +0%
CWMGP
539
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$394K -$147K -2,773 -28%
SPC
540
Sigma Planning Corp
Michigan
$389K +$1.43K +27 +0.4%
FMWA
541
Forvis Mazars Wealth Advisors
Missouri
$387K -$74.9K -1,415 -17%
FFG
542
Ford Financial Group
California
$383K -$24.9M -470,759 -99%
ACI
543
Alpha Cubed Investments
California
$383K +$4.24K +80 +1%
PAG
544
Paladin Advisory Group
Iowa
$382K +$365K +6,900 New
AF
545
Arrow Financial
New York
$381K -$5.29K -100 -1%
SWA
546
Strategies Wealth Advisors
Michigan
$371K -$18.4K -347 -5%
AFG
547
AFS Financial Group
Maryland
$368K +$29.7K +561 +9%
HF
548
Halpern Financial
Virginia
$362K – – –
IAN
549
Integrated Advisors Network
Texas
$360K +$48.7K +920 +16%
IIA
550
IPG Investment Advisors
California
$359K -$29.5K -558 -8%
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