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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Clearstead Advisors
Ohio
$70K -$144K -2,512 -65%
FRA
602
Front Row Advisors
California
$69K – – –
CFD
603
Creative Financial Designs
Indiana
$69K +$6.54K +114 +9%
VRM
604
Vectors Research Management
New York
$67K +$28.3K +494 +63%
BW
605
Bison Wealth
Georgia
$64K – – –
CAL
606
Capital Advisors Ltd
Ohio
$62K -$93.2K -1,625 -58%
CHC
607
City Holding Co
West Virginia
$61K – – –
MIM
608
Macroview Investment Management
Maryland
$60K -$19.7K -344 -23%
CPFP
609
Clear Perspectives Financial Planning
Ohio
$58K -$3.9K -68 -6%
AWM
610
Accel Wealth Management
Iowa
$58K +$57 +1 +0.1%
LWA
611
Lowe Wealth Advisors
Maryland
$52K – – –
TC
612
Truvestments Capital
Florida
$46K +$50.2K +875 New
COCM
613
Charter Oak Capital Management
New Hampshire
$42K – – –
BWL
614
Bogart Wealth LLC
Virginia
$42K +$12.6K +220 +38%
WWM
615
Wolff Wiese Magana
California
$40K – – –
UB
616
UMB Bank
Missouri
$40K +$19.4K +338 +80%
BHWM
617
Beaird Harris Wealth Management
Texas
$39K -$4.64K -81 -10%
DSC
618
Duncker Streett & Co
Missouri
$39K – – –
WBC
619
West Branch Capital
Massachusetts
$34K +$115 +2 +0.3%
FHA
620
First Horizon Advisors
Tennessee
$34K +$37.6K +655 New
HWMA
621
Heritage Wealth Management (Arizona)
Arizona
$33.9K – – –
JWM
622
Janiczek Wealth Management
Colorado
$31K +$17K +297 +134%
JWA
623
JFS Wealth Advisors
Pennsylvania
$26K +$57 +1 +0.2%
VVP
624
Venture Visionary Partners
Ohio
$24.2K +$26.5K +463 New
VNA
625
Valley National Advisers
Pennsylvania
$20K +$19.7K +343 +1,372%
23 24
25
26 27