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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
626
Essex Financial Services
Connecticut
$783K +$227K +3,037 +42%
LA
627
Lifeworks Advisors
Michigan
$767K -$270K -3,615 -27%
LEA
628
Legacy Edge Advisors
New York
$765K +$713K +9,546 New
WAG
629
Wallace Advisory Group
California
$760K +$155K +2,073 +28%
WH
630
Willner & Heller
California
$743K +$1.05K +14 +0.2%
CB
631
Chris Bulman
California
$739K +$689K +9,224 New
SCP
632
Stevens Capital Partners
Nebraska
$738K -$166K -2,216 -19%
FNBOO
633
First National Bank of Omaha
Nebraska
$732K +$79.7K +1,067 +13%
OCPWS
634
One Charles Private Wealth Services
Massachusetts
$731K +$45K +602 +7%
QFA
635
Quantum Financial Advisors
California
$728K +$679K +9,086 New
PA
636
Procyon Advisors
Connecticut
$727K +$223K +2,987 +49%
HIP
637
HUB Investment Partners
Texas
$717K +$291K +3,897 +77%
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$714K +$523 +7 +0.1%
AWMNH
639
Arcadia Wealth Management (New Hampshire)
New Hampshire
$701K +$172K +2,307 +36%
IHWM
640
Iron Horse Wealth Management
Iowa
$700K -$4.56K -61 -0.7%
JWA
641
JFS Wealth Advisors
Pennsylvania
$700K +$44.8K +600 +7%
FA
642
Fiduciary Alliance
South Carolina
$696K -$44K -589 -6%
TW
643
TrinityPoint Wealth
Connecticut
$693K +$27.6K +369 +4%
BC
644
Brio Consultants
California
$687K -$63.6K -851 -9%
CS
645
Crescent Sterling
Louisiana
$685K – – –
AWM
646
Apollon Wealth Management
South Carolina
$683K -$8.14K -109 -1%
RPGK
647
Retirement Planning Group (Kansas)
Kansas
$680K -$2.61K -35 -0.4%
TSWM
648
Tyler-Stone Wealth Management
Ohio
$679K -$2.91K -39 -0.5%
CP
649
Castleview Partners
Texas
$668K -$184K -2,470 -23%
ECA
650
Elevated Capital Advisors
Utah
$664K -$23.7K -317 -4%
24 25
26
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