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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
776
WealthGarden F.S.
California
$607K – – –
CFS
777
Commonwealth Financial Services
West Virginia
$604K -$19.5K -196 -3%
TCM
778
Tandem Capital Management
New Jersey
$599K +$996 +10 +0.2%
JCM
779
Jacobi Capital Management
Pennsylvania
$598K -$35.4K -355 -6%
BF
780
BOK Financial
Oklahoma
$597K +$269K +2,705 +90%
AWM
781
Accurate Wealth Management
Florida
$593K -$145K -1,457 -20%
CAM
782
Concorde Asset Management
Michigan
$592K +$561K +5,637 New
BAS
783
Breakthru Advisory Services
Wisconsin
$590K +$562K +5,641 New
MCWS
784
McKinley Carter Wealth Services
West Virginia
$588K -$4.58K -46 -0.8%
HHWM
785
Hiley Hunt Wealth Management
Nebraska
$588K -$123K -1,238 -18%
JIP
786
Jaffetilchin Investment Partners
Florida
$585K -$47K -472 -8%
ST
787
Somerset Trust
Pennsylvania
$585K -$18.1K -182 -3%
PMG
788
ProVise Management Group
Florida
$585K +$12.9K +130 +2%
NPAN
789
Northeast Planning Associates NH
New Hampshire
$584K -$4.98K -50 -0.9%
CRI
790
Colonial River Investments
Virginia
$581K -$36.8K -369 -6%
GM
791
GeoWealth Management
Illinois
$579K +$345K +3,469 +167%
WPC
792
Waters Parkerson & Co
Louisiana
$578K +$551K +5,534 New
RIA
793
Realta Investment Advisors
Delaware
$574K -$14.6K -147 -3%
LFAS
794
Level Four Advisory Services
Texas
$573K +$129K +1,295 +31%
JSL
795
JT Stratford LLC
Georgia
$566K +$7.87K +79 +1%
CFS
796
Coordinated Financial Services
Colorado
$565K +$186K +1,871 +53%
JWM
797
Jessup Wealth Management
Ohio
$559K – – –
MCM
798
McDonough Capital Management
Florida
$558K -$2.69K -27 -0.5%
VCM
799
Virtue Capital Management
Tennessee
$557K +$435K +4,369 +77%
WPC
800
Wedmont Private Capital
Pennsylvania
$554K -$57.3K -575 -10%
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