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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
526
Simplicity Wealth
New Jersey
$903K +$284K +4,605 +50%
TFS
527
Thoroughbred Financial Services
Tennessee
$901K – – –
GFP
528
Gryphon Financial Partners
Ohio
$891K +$844K +13,688 New
IHWM
529
Iron Horse Wealth Management
Iowa
$888K -$3.33K -54 -0.4%
JWBC
530
John W. Brooker & Co
California
$881K -$9.5K -154 -1%
JGIA
531
Jackson Grant Investment Advisers
Connecticut
$874K -$9.25K -150 -1%
MWM
532
MY Wealth Management
Maryland
$868K – – –
NL
533
NWAM LLC
Washington
$855K -$67.9K -1,101 -8%
TPWM
534
Twelve Points Wealth Management
Massachusetts
$855K -$26.9K -436 -3%
KWA
535
Kingswood Wealth Advisors
California
$853K +$372K +6,029 +85%
SA
536
Sunesis Advisors
Kansas
$851K – – –
BEI
537
Benjamin Edwards Inc
Missouri
$847K +$25.3K +411 +3%
FHA
538
First Horizon Advisors
Tennessee
$844K +$730K +11,831 +1,037%
FWM
539
Fingerlakes Wealth Management
New York
$841K -$2.47K -40 -0.3%
PS
540
Principal Securities
Iowa
$837K +$793K +12,861 New
WEG
541
World Equity Group
Illinois
$831K -$183K -2,972 -19%
OGF
542
Orin Green Financial
California
$822K -$5.24K -85 -0.7%
WPW
543
Waldron Private Wealth
Pennsylvania
$809K – – –
PT
544
Plimoth Trust
Massachusetts
$806K -$28.1K -455 -4%
SSB
545
Sandy Spring Bank
Maryland
$804K +$762K +12,355 New
FW
546
FirstPurpose Wealth
Utah
$797K -$432 -7 -0.1%
LF
547
Lantz Financial
Illinois
$796K +$9.5K +154 +1%
SFG
548
Sovereign Financial Group
Connecticut
$794K -$16.4K -266 -2%
AIC
549
Ayalon Insurance Company
Israel
$789K -$441K -7,150 -37%
FA
550
FC Advisory
Pennsylvania
$773K +$2.16K +35 +0.3%
20 21
22
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