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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
McDonough Capital Management
Florida
$241K +$6.71K +129 +3%
DAS
602
Dynamic Advisor Solutions
Arizona
$238K -$68.1K -1,309 -22%
HPC
603
Hobart Private Capital
North Carolina
$237K +$243K +4,669 New
SIA
604
Schechter Investment Advisors
Michigan
$233K -$792K -15,226 -77%
NS
605
Newman & Schimel
Illinois
$232K +$676 +13 +0.3%
MA
606
MKT Advisors
California
$231K +$232K +4,459 New
EGA
607
Eagle Global Advisors
Texas
$229K – – –
EA
608
Eclectic Associates
California
$228K -$728 -14 -0.3%
FC
609
Financial Consulate
Maryland
$228K -$102K -1,967 -30%
OC
610
Oppenheimer & Co
New York
$226K +$233K +4,469 New
PP
611
Patten & Patten
Tennessee
$226K – – –
CAM
612
Cresset Asset Management
Illinois
$221K -$533K -10,245 -69%
D
613
Diversified
Delaware
$221K +$226K +4,353 New
TPWM
614
Twelve Points Wealth Management
Massachusetts
$218K -$334K -6,413 -60%
SW
615
SteelPeak Wealth
California
$215K – – –
KLI
616
Kelman-Lazarov Inc
Tennessee
$215K +$221K +4,238 New
SW
617
SMART Wealth
Nebraska
$209K +$215K +4,133 New
CFD
618
Creative Financial Designs
Indiana
$208K +$24.1K +463 +13%
S
619
SignatureFD
Georgia
$206K +$84.9K +1,631 +67%
AWM
620
Avitas Wealth Management
California
$206K +$212K +4,067 New
VWM
621
Vigilare Wealth Management
Arizona
$206K -$6.92K -133 -3%
PCA
622
Personal Capital Advisors
California
$206K +$211K +4,061 New
SCG
623
Sonata Capital Group
Washington
$205K – – –
MAS
624
Madden Advisory Services
Florida
$202K +$207K +3,982 New
RS
625
Retirement Solution
Washington
$201K +$207K +3,974 New
23 24
25
26 27