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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
601
Warner Financial
Maryland
$213K +$205K +2,942 New
AP
602
Advisor Partners
California
$210K +$202K +2,890 New
I
603
IMPACTfolio
Colorado
$209K +$201K +2,880 New
JFA
604
Johanson Financial Advisors
California
$209K +$201K +2,886 New
DWM
605
Destination Wealth Management
California
$208K +$200K +2,870 New
ACA
606
Aptus Capital Advisors
Alabama
$205K – – –
MAS
607
Madden Advisory Services
Florida
$205K +$198K +2,834 New
FAG
608
Fortitude Advisory Group
Washington
$204K +$197K +2,818 New
C
609
CEDRUS
Colorado
$202K +$195K +2,791 New
MAM
610
Meeder Asset Management
Ohio
$189K -$37.3K -534 -17%
CAL
611
Capital Advisors Ltd
Ohio
$189K – – –
CFO
612
CVA Family Office
Colorado
$182K +$176K +2,515 New
MP
613
McDonald Partners
Ohio
$176K -$673K -9,634 -80%
ACM
614
Absolute Capital Management
Pennsylvania
$176K +$169K +2,425 New
SMG
615
Spectrum Management Group
Indiana
$167K – – –
RCM
616
Raleigh Capital Management
North Carolina
$167K +$161K +2,300 New
EWA
617
EverSource Wealth Advisors
Alabama
$150K +$144K +2,067 New
FWP
618
FAS Wealth Partners
Kansas
$140K -$15.4K -221 -10%
PA
619
Parallel Advisors
California
$140K – – –
PA
620
PSI Advisors
Florida
$135K -$248K -3,548 -66%
PCG
621
Private Capital Group
Connecticut
$129K -$209 -3 -0.2%
MFA
622
Morling Financial Advisors
California
$128K +$123K +1,768 New
TWM
623
Tradition Wealth Management
Minnesota
$122K – – –
MAM
624
Marquette Asset Management
Minnesota
$119K – – –
BLC
625
Brown, Lisle/Cummings
Rhode Island
$118K +$114K +1,630 New
23 24
25
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