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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
551
Chicago Partners Investment Group
Illinois
$973K +$19.1K +275 +2%
CWS
552
Confluence Wealth Services
Pennsylvania
$969K +$226K +3,251 +33%
LA
553
Lifeworks Advisors
Michigan
$964K -$282K -4,057 -24%
SA
554
Sunesis Advisors
Kansas
$956K – – –
TPWM
555
Twelve Points Wealth Management
Massachusetts
$953K -$7.52K -108 -0.8%
FHA
556
First Horizon Advisors
Tennessee
$947K -$2.16K -31 -0.2%
BAM
557
Belpointe Asset Management
Nevada
$936K +$534K +7,674 +150%
FWM
558
Fingerlakes Wealth Management
New York
$934K -$10.2K -147 -1%
ITB
559
Idaho Trust Bank
Idaho
$934K +$889K +12,773 New
MG
560
Mather Group
Illinois
$928K -$143K -2,053 -13%
NL
561
NWAM LLC
Washington
$926K -$35.1K -504 -4%
WWS
562
Wellington Wealth Strategies
Indiana
$920K -$105K -1,507 -46%
SIA
563
Schechter Investment Advisors
Michigan
$911K +$867K +12,455 New
WPW
564
Waldron Private Wealth
Pennsylvania
$910K – – –
SSB
565
Sandy Spring Bank
Maryland
$905K +$1.39K +20 +0.2%
CT
566
Caldwell Trust
Florida
$900K -$187K -2,686 -18%
FW
567
FirstPurpose Wealth
Utah
$897K +$8.21K +118 +1%
AIC
568
Ayalon Insurance Company
Israel
$887K – – –
GFP
569
Gryphon Financial Partners
Ohio
$886K -$109K -1,570 -11%
SFG
570
Sovereign Financial Group
Connecticut
$877K -$14.7K -211 -2%
PS
571
Principal Securities
Iowa
$875K -$62.7K -901 -7%
CFGS
572
Concourse Financial Group Securities
Alabama
$873K -$601K -8,635 -42%
GWAM
573
Guardian Wealth Advisors (Minnesota)
Minnesota
$873K +$830K +11,932 New
FA
574
FC Advisory
Pennsylvania
$868K -$1.25K -18 -0.2%
SS
575
Sunbelt Securities
Texas
$866K -$209 -3 -0%
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