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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
551
Latitude Advisors
Florida
$290K +$35.4K +507 +15%
DWM
552
Drive Wealth Management
Utah
$287K +$276K +3,959 New
SG
553
StoneX Group
New York
$287K +$10.6K +152 +4%
FNC
554
First National Corp
Massachusetts
$285K -$3.14K -45 -1%
C1AG
555
Client 1st Advisory Group
Florida
$284K -$2.58K -37 -0.9%
BI
556
Berkeley Inc
Idaho
$283K -$19K -272 -7%
SWM
557
Silverlake Wealth Management
Vermont
$281K +$270K +3,873 New
BJL
558
Brighton Jones LLC
Washington
$280K +$70 +1 +0%
VFA
559
Valeo Financial Advisors
Indiana
$280K +$270K +3,868 New
SIC
560
Samalin Investment Counsel
New York
$276K -$8.38K -120 -3%
ML
561
McAdam LLC
Pennsylvania
$274K +$264K +3,779 New
FLPIM
562
F.L. Putnam Investment Management
Massachusetts
$271K – – –
KFS
563
Kelly Financial Services
Massachusetts
$271K +$261K +3,738 New
TF
564
TLWM Financial
Texas
$270K +$11.8K +169 +5%
S
565
SignatureFD
Georgia
$267K -$78.9K -1,130 -23%
ACM
566
Arlington Capital Management
Illinois
$262K +$252K +3,610 New
CGFA
567
Colton Groome Financial Advisors
North Carolina
$261K -$2.3K -33 -0.9%
KTA
568
Keeley-Teton Advisors
Illinois
$261K – – –
PO
569
Private Ocean
California
$261K – – –
D
570
Dentgroup
Louisiana
$259K +$249K +3,573 New
NRI
571
NFP Retirement Inc
California
$256K +$247K +3,538 New
OPA
572
Old Port Advisors
Maine
$255K +$1.89K +27 +0.7%
HIF
573
Hill Island Financial
Michigan
$255K +$245K +3,512 New
IIA
574
IPG Investment Advisors
California
$253K +$11.9K +171 +5%
CWM
575
Concentric Wealth Management
California
$251K – – –
21 22
23
24 25