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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
601
Carmichael Hill & Associates
Maryland
$55K +$41.8K +743 +215%
PI
602
PFS Investments
Georgia
$55K -$12.4M -221,046 -17%
CG
603
Cutler Group
California
$52K +$58.8K +1,045 New
CA
604
Clearstead Advisors
Ohio
$50K -$18.9K -336 -25%
TWP
605
TFO Wealth Partners
Ohio
$46K +$51.4K +914 New
PCA
606
Providence Capital Advisors
North Carolina
$44K -$26.5K -471 -35%
TC
607
Truvestments Capital
Florida
$44K – – –
BWL
608
Bogart Wealth LLC
Virginia
$41K +$1.24K +22 +3%
UB
609
UMB Bank
Missouri
$40K +$1.46K +26 +3%
WWM
610
Wolff Wiese Magana
California
$39K – – –
DSC
611
Duncker Streett & Co
Missouri
$38K – – –
BHWM
612
Beaird Harris Wealth Management
Texas
$37K – – –
MIM
613
Macroview Investment Management
Maryland
$33K -$27.7K -492 -43%
WBC
614
West Branch Capital
Massachusetts
$33K +$56 +1 +0.2%
FHA
615
First Horizon Advisors
Tennessee
$33K +$1.97K +35 +5%
LWA
616
Lowe Wealth Advisors
Maryland
$30K -$22.5K -400 -40%
JWA
617
JFS Wealth Advisors
Pennsylvania
$30K +$5.68K +101 +20%
HWMA
618
Heritage Wealth Management (Arizona)
Arizona
$28K -$4.78K -85 -13%
JWM
619
Janiczek Wealth Management
Colorado
$26K – – –
HI
620
Hoey Investments
Pennsylvania
$25K +$27.7K +492 New
WPWM
621
Western Pacific Wealth Management
Illinois
$21K +$24.6K +437 New
EWM
622
Executive Wealth Management
Michigan
$19.5K -$14.6M -258,711 -93%
VNA
623
Valley National Advisers
Pennsylvania
$19K – – –
TWC
624
TD Waterhouse Canada
Ontario, Canada
$18.2K – – –
TWA
625
TCI Wealth Advisors
Arizona
$18K +$8.61K +153 +74%
23 24
25
26 27