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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
601
EdgeRock Capital
Colorado
$64K +$72K +1,280 New
MAM
602
Meeder Asset Management
Ohio
$61K +$68.5K +1,218 New
CAL
603
Capital Advisors Ltd
Ohio
$59K – – –
CHC
604
City Holding Co
West Virginia
$59K – – –
AWM
605
Accel Wealth Management
Iowa
$57K +$56 +1 +0.1%
CPFP
606
Clear Perspectives Financial Planning
Ohio
$55K – – –
CHA
607
Carmichael Hill & Associates
Maryland
$55K +$41.8K +743 +215%
CG
608
Cutler Group
California
$52K +$58.8K +1,045 New
CA
609
Clearstead Advisors
Ohio
$50K -$18.9K -336 -25%
TWP
610
TFO Wealth Partners
Ohio
$46K +$51.4K +914 New
PCA
611
Providence Capital Advisors
North Carolina
$44K -$26.5K -471 -35%
TC
612
Truvestments Capital
Florida
$44K – – –
BWL
613
Bogart Wealth LLC
Virginia
$41K +$1.24K +22 +3%
UB
614
UMB Bank
Missouri
$40K +$1.46K +26 +3%
WWM
615
Wolff Wiese Magana
California
$39K – – –
DSC
616
Duncker Streett & Co
Missouri
$38K – – –
BHWM
617
Beaird Harris Wealth Management
Texas
$37K – – –
MIM
618
Macroview Investment Management
Maryland
$33K -$27.7K -492 -43%
WBC
619
West Branch Capital
Massachusetts
$33K +$56 +1 +0.2%
FHA
620
First Horizon Advisors
Tennessee
$33K +$1.97K +35 +5%
LWA
621
Lowe Wealth Advisors
Maryland
$30K -$22.5K -400 -40%
JWA
622
JFS Wealth Advisors
Pennsylvania
$30K +$5.68K +101 +20%
HWMA
623
Heritage Wealth Management (Arizona)
Arizona
$28K -$4.78K -85 -13%
JWM
624
Janiczek Wealth Management
Colorado
$26K – – –
HI
625
Hoey Investments
Pennsylvania
$25K +$27.7K +492 New
23 24
25
26 27