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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
601
Dynamic Advisor Solutions
Arizona
$238K -$68.1K -1,309 -22%
HPC
602
Hobart Private Capital
North Carolina
$237K +$243K +4,669 New
SIA
603
Schechter Investment Advisors
Michigan
$233K -$792K -15,226 -77%
NS
604
Newman & Schimel
Illinois
$232K +$676 +13 +0.3%
MA
605
MKT Advisors
California
$231K +$232K +4,459 New
EGA
606
Eagle Global Advisors
Texas
$229K – – –
EA
607
Eclectic Associates
California
$228K -$728 -14 -0.3%
FC
608
Financial Consulate
Maryland
$228K -$102K -1,967 -30%
OC
609
Oppenheimer & Co
New York
$226K +$233K +4,469 New
PP
610
Patten & Patten
Tennessee
$226K – – –
CAM
611
Cresset Asset Management
Illinois
$221K -$533K -10,245 -69%
D
612
Diversified
Delaware
$221K +$226K +4,353 New
TPWM
613
Twelve Points Wealth Management
Massachusetts
$218K -$334K -6,413 -60%
SW
614
SteelPeak Wealth
California
$215K – – –
KLI
615
Kelman-Lazarov Inc
Tennessee
$215K +$221K +4,238 New
SW
616
SMART Wealth
Nebraska
$209K +$215K +4,133 New
CFD
617
Creative Financial Designs
Indiana
$208K +$24.1K +463 +13%
S
618
SignatureFD
Georgia
$206K +$84.9K +1,631 +67%
AWM
619
Avitas Wealth Management
California
$206K +$212K +4,067 New
VWM
620
Vigilare Wealth Management
Arizona
$206K -$6.92K -133 -3%
PCA
621
Personal Capital Advisors
California
$206K +$211K +4,061 New
SCG
622
Sonata Capital Group
Washington
$205K – – –
MAS
623
Madden Advisory Services
Florida
$202K +$207K +3,982 New
RS
624
Retirement Solution
Washington
$201K +$207K +3,974 New
DSA
625
Droms Strauss Advisors
Missouri
$200K +$205K +3,946 New
23 24
25
26 27