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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
701
Fusion Capital
South Carolina
$376K -$25.5K -366 -7%
SL
702
SWMG LLC
Texas
$376K +$28.5K +410 +9%
DAS
703
Dynamic Advisor Solutions
Arizona
$375K +$108K +1,549 +43%
AWA
704
Acorn Wealth Advisors
Michigan
$373K – – –
HIP
705
HUB Investment Partners
Texas
$369K – – –
EE
706
EWG Elevate
California
$369K +$351K +5,041 New
AWM
707
Accel Wealth Management
Iowa
$367K +$350K +5,022 New
MSFS
708
Main Street Financial Solutions
Pennsylvania
$364K +$418 +6 +0.1%
RIA
709
Realta Investment Advisors
Delaware
$362K -$1.32K -19 -0.4%
BI
710
Ballast Inc
Kentucky
$359K +$1.88K +27 +0.6%
RJT
711
Raymond James Trust
Florida
$358K +$66.9K +961 +24%
AF
712
Arrow Financial
New York
$354K -$88.7K -1,275 -21%
HNB
713
Huntington National Bank
Ohio
$354K – – –
JSL
714
JT Stratford LLC
Georgia
$352K +$11.3K +162 +3%
DIA
715
Dana Investment Advisors
Wisconsin
$352K -$14.5K -209 -4%
ANTB
716
AMG National Trust Bank
Colorado
$351K – – –
3F
717
360 Financial
Minnesota
$350K -$50.6K -727 -13%
FFA
718
Founders Financial Alliance
North Carolina
$346K +$62.9K +904 +24%
HWA
719
HHM Wealth Advisors
Tennessee
$345K – – –
DCM
720
Donaldson Capital Management
Indiana
$345K -$626 -9 -0.2%
TFA
721
Teamwork Financial Advisors
Texas
$344K -$27.4K -394 -8%
TA
722
Tactive Advisors
Florida
$336K +$320K +4,600 New
EGA
723
Eagle Global Advisors
Texas
$336K +$10.4K +150 +3%
VBFP
724
Valtinson Bruner Financial Planning
Minnesota
$335K +$4.46K +64 +1%
SW
725
SteelPeak Wealth
California
$333K +$20.7K +297 +7%
27 28
29
30 31