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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
751
GeoWealth Management
Illinois
$775K +$287K +2,759 +53%
FNBOO
752
First National Bank of Omaha
Nebraska
$775K -$15.5K -149 -2%
PAS
753
PKS Advisory Services
New York
$774K +$70.8K +680 +10%
FT
754
Fiduciary Trust
Massachusetts
$768K -$185K -1,776 -18%
SI
755
Stephens Inc
Arkansas
$768K +$28.8K +277 +4%
SDAM
756
Shulman DeMeo Asset Management
New York
$766K +$815K +7,826 New
FFA
757
Founders Financial Alliance
North Carolina
$742K +$12.5K +120 +2%
GWMR
758
GC Wealth Management RIA
Massachusetts
$740K -$625 -6 -0.1%
5NPW
759
55 North Private Wealth
Florida
$738K +$785K +7,538 New
WAM
760
Wallington Asset Management
Indiana
$734K +$28.1K +270 +4%
TWP
761
Tempus Wealth Planning
California
$732K -$23.8K -229 -3%
MWM
762
MOR Wealth Management
Pennsylvania
$730K +$547K +5,250 +238%
TWP
763
Triad Wealth Partners
Kansas
$729K -$24.5K -235 -3%
FPWM
764
FSB Premier Wealth Management
Iowa
$728K +$108K +1,040 +16%
6F
765
626 Financial
Michigan
$727K -$19.4K -186 -2%
GT
766
Glenmede Trust
Pennsylvania
$723K -$625 -6 -0.1%
OPWM
767
Oregon Pacific Wealth Management
Oregon
$721K +$63.4K +609 +9%
AWM
768
Angeles Wealth Management
California
$720K – – –
FFN
769
Focus Financial Network
Minnesota
$719K -$107K -1,024 -12%
JFG
770
Jefferies Financial Group
New York
$717K -$281K -2,696 -27%
GIL
771
Go Invest LLC
Utah
$710K +$38.8K +373 +5%
KCM
772
KM Capital Management
Texas
$705K -$861K -8,265 -58%
PWP
773
Principle Wealth Partners
Connecticut
$703K – – –
S4W
774
Solutions 4 Wealth
Texas
$697K -$4.37K -42 -0.6%
MFA
775
McClarren Financial Advisors
Pennsylvania
$696K +$346K +3,327 +88%
29 30
31
32 33