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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Cahaba Wealth Management
Georgia
$384K -$68.2K -853 -16%
CIAS
752
Capital Investment Advisory Services
North Carolina
$381K -$223K -2,796 -38%
SMC
753
Smith, Moore & Co
Missouri
$381K +$160 +2 +0%
AP
754
Americana Partners
Texas
$374K – – –
BOSSRA
755
B.O.S.S. Retirement Advisors
Utah
$372K +$90.9K +1,137 +34%
RWM
756
Rockline Wealth Management
New York
$371K +$69.4K +868 +24%
RFC
757
Regions Financial Corp
Alabama
$367K +$145K +1,816 +70%
RS
758
Retirement Solution
Washington
$362K +$16.5K +207 +5%
CB
759
Chris Bulman
California
$361K -$389K -4,866 -53%
WPC
760
Wedmont Private Capital
Pennsylvania
$361K -$24.8K -310 -7%
AFG
761
Atomi Financial Group
New York
$359K -$779K -9,749 -69%
FC
762
Financial Consulate
Maryland
$357K +$7.99K +100 +2%
PAG
763
Paladin Advisory Group
Iowa
$354K -$799 -10 -0.2%
AFM
764
Abbot Financial Management
Massachusetts
$352K – – –
CWMGP
765
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$349K +$160 +2 +0%
TAM
766
TCP Asset Management
Ohio
$347K +$335K +4,185 New
AR
767
Apeiron RIA
Texas
$344K +$160 +2 +0%
JWCA
768
J.W. Coons Advisors
Ohio
$341K +$6.39K +80 +2%
SCG
769
Sonata Capital Group
Washington
$336K – – –
BWL
770
Bogart Wealth LLC
Virginia
$332K +$266K +3,327 +489%
FI
771
FWG Investments
Kentucky
$328K +$480 +6 +0.2%
HWMC
772
Heritage Wealth Management (California)
California
$328K -$37K -463 -10%
DSA
773
Droms Strauss Advisors
Missouri
$327K – – –
C1AG
774
Client 1st Advisory Group
Florida
$325K – – –
BP
775
Ballentine Partners
Massachusetts
$321K – – –
29 30
31
32 33