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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
701
Evergreen Wealth Solutions
Pennsylvania
$996K +$1.06M +10,176 New
AT
702
Arlington Trust
Alabama
$995K – – –
FA
703
FC Advisory
Pennsylvania
$993K +$46.7K +448 +5%
MG
704
Mather Group
Illinois
$989K +$27.3K +262 +3%
SFG
705
Sovereign Financial Group
Connecticut
$986K – – –
WAG
706
Wallace Advisory Group
California
$966K -$92.9K -892 -8%
PMFA
707
Plante Moran Financial Advisors
Michigan
$965K -$23.1K -222 -2%
VCA
708
Verdence Capital Advisors
Maryland
$963K -$386K -3,706 -27%
FWM
709
Fingerlakes Wealth Management
New York
$959K -$69.8K -670 -6%
TBF
710
True Blue Financial
Michigan
$958K +$196K +1,884 +24%
PP
711
Prosperity Planning
Missouri
$949K -$2.4K -23 -0.2%
DADC
712
D.A. Davidson & Co
Montana
$947K +$30.6K +294 +3%
RPGK
713
Retirement Planning Group (Kansas)
Kansas
$943K +$2.5K +24 +0.2%
S
714
SignatureFD
Georgia
$938K +$625 +6 +0.1%
JWBC
715
John W. Brooker & Co
California
$937K +$4.27K +41 +0.4%
STA
716
Summit Trail Advisors
New York
$932K -$201K -1,928 -17%
CMAI
717
Capital Management Associates Inc
Minnesota
$928K +$46.9K +450 +5%
DWM
718
Drive Wealth Management
Utah
$923K -$39.2K -376 -4%
FL
719
FreeGulliver LLC
Louisiana
$915K -$233K -2,237 -19%
EWA
720
Exencial Wealth Advisors
Oklahoma
$908K -$1.15K -11 -0.1%
FCA
721
Fortis Capital Advisors
Kansas
$903K +$961K +9,227 New
CFD
722
Creative Financial Designs
Indiana
$901K +$221K +2,121 +30%
SRA
723
Secured Retirement Advisors
Minnesota
$898K -$1.77K -17 -0.2%
GFP
724
Gryphon Financial Partners
Ohio
$897K -$472K -4,536 -33%
EFP
725
Elser Financial Planning
Indiana
$895K +$143K +1,377 New
27 28
29
30 31