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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
776
Coordinated Financial Services
Colorado
$253K +$241K +3,457 New
OW
777
Olistico Wealth
Oklahoma
$252K – – –
DWT
778
Dorsey & Whitney Trust
South Dakota
$251K +$239K +3,432 New
SAM
779
Synergy Asset Management
Washington
$250K +$238K +3,414 New
FPWM
780
FSB Premier Wealth Management
Iowa
$244K +$232K +3,331 New
RWM
781
RBA Wealth Management
California
$243K +$4.25K +61 +2%
TWC
782
TD Waterhouse Canada
Ontario, Canada
$235K -$11.4K -164 -5%
AG
783
AlTi Global
New York
$235K +$139 +2 +0.1%
MAA
784
Matrix Asset Advisors
New York
$235K – – –
FFM
785
Forum Financial Management
Illinois
$234K -$62.6K -900 -22%
AA
786
AlphaMark Advisors
Kentucky
$232K +$23.9K +344 +12%
G
787
Gainplan
Michigan
$231K -$73.6K -1,057 -25%
CWM
788
Concentric Wealth Management
California
$228K +$70 +1 +0%
SWM
789
Solano Wealth Management
California
$225K – – –
FAM
790
Formidable Asset Management
Ohio
$222K +$211K +3,031 New
WF
791
Warner Financial
Maryland
$220K +$210K +3,012 New
VR
792
Valued Retirements
Texas
$220K +$209K +3,004 New
SIC
793
Samalin Investment Counsel
New York
$219K +$208K +2,989 New
IP
794
Investment Partners
Ohio
$218K +$207K +2,980 New
CBFP
795
Cedar Brook Financial Partners
Ohio
$214K +$204K +2,932 New
FNC
796
First National Corp
Massachusetts
$214K – – –
E
797
ETFidea
New York
$214K +$203K +2,921 New
EWM
798
Empirical Wealth Management
Washington
$213K -$24.8K -357 -11%
FCA
799
FinTrust Capital Advisors
South Carolina
$212K – – –
SYBT
800
Stock Yards Bank & Trust
Kentucky
$209K +$199K +2,861 New
30 31
32
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