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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
551
Intercontinental Wealth Advisors
Texas
$447K -$20K -350 -5%
KWA
552
Kingswood Wealth Advisors
California
$445K +$418K +7,298 New
FFN
553
Focus Financial Network
Minnesota
$443K +$802 +14 +0.2%
SPC
554
Sigma Planning Corp
Michigan
$443K +$12.5K +219 +3%
WSWA
555
Warren Street Wealth Advisors
California
$442K -$3.15K -55 -0.8%
AWS
556
AJ Wealth Strategies
New York
$440K – – –
TYCC
557
Texas Yale Capital Corp
Florida
$438K – – –
FT
558
Fiduciary Trust
Massachusetts
$434K +$153K +2,666 +60%
BA
559
Ballast Advisors
Minnesota
$431K -$20.7K -362 -5%
OC
560
Oppenheimer & Co
New York
$424K +$104K +1,821 +36%
MCWS
561
McKinley Carter Wealth Services
West Virginia
$423K -$20.4K -357 -5%
FTS
562
Fifth Third Securities
Ohio
$421K -$15.7K -274 -4%
CAM
563
Clark Asset Management
New Hampshire
$420K +$395K +6,889 New
VF
564
Vawter Financial
Ohio
$420K +$395K +6,888 New
PC
565
Permanens Capital
New York
$412K +$387K +6,750 New
SWA
566
Strategies Wealth Advisors
Michigan
$409K – – –
HF
567
Halpern Financial
Virginia
$399K – – –
TI
568
Trexquant Investment
Connecticut
$397K +$373K +6,507 New
IIA
569
IPG Investment Advisors
California
$395K +$57 +1 +0%
IPW
570
Impact Partnership Wealth
Georgia
$394K +$370K +6,458 New
FPAS
571
Focus Partners Advisor Solutions
Missouri
$392K – – –
AF
572
Arrow Financial
New York
$392K -$26.4K -460 -7%
ACI
573
Alpha Cubed Investments
California
$391K -$28.9K -505 -7%
PMG
574
ProVise Management Group
Florida
$385K +$7.16K +125 +2%
CWMGP
575
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$382K -$49.3K -860 -12%
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