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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
801
Impact Partnership Wealth
Georgia
$617K -$222K -2,131 -25%
FCP
802
Fidelis Capital Partners
Florida
$611K – – –
FHC
803
First Horizon Corporation
Tennessee
$610K -$41.7K -400 -6%
FWP
804
Forefront Wealth Partners
Texas
$609K +$85.4K +820 +15%
CS
805
Crescent Sterling
Louisiana
$608K -$10.2K -98 -2%
CB
806
Community Bank
New York
$607K – – –
TC
807
TFR Capital
Texas
$604K -$121K -1,162 -16%
LW
808
Linscomb Wealth
Texas
$603K +$1.56K +15 +0.2%
BP
809
Ballentine Partners
Massachusetts
$602K -$22.3K -214 -3%
M1FG
810
Mach-1 Financial Group
Arkansas
$600K -$173K -1,661 -21%
BB
811
Berkshire Bank
Massachusetts
$598K -$102K -979 -14%
CPC
812
Cadia Private Client
New Jersey
$597K +$267K +2,566 +73%
MHWM
813
Montz Harcus Wealth Management
Louisiana
$592K +$228K +2,188 +57%
IWB
814
Innovative Wealth Building
Maryland
$591K -$1.15K -11 -0.2%
TCM
815
Tandem Capital Management
New Jersey
$591K +$6.25K +60 +1%
IP
816
Intellectus Partners
California
$589K – – –
LBC
817
Leigh Baldwin & Co
New York
$589K -$10.9K -105 -2%
IP
818
Indivisible Partners
Florida
$589K -$106K -1,016 -14%
BDF
819
Black Diamond Financial
Maryland
$584K +$280K +2,691 +82%
OCPWS
820
One Charles Private Wealth Services
Massachusetts
$582K -$22.6K -217 -4%
JCM
821
Jacobi Capital Management
Pennsylvania
$575K – – –
RIA
822
Realta Investment Advisors
Delaware
$575K +$25.9K +249 +4%
AAP
823
Arax Advisory Partners
Colorado
$575K -$136K -1,303 -18%
FLPIM
824
F.L. Putnam Investment Management
Massachusetts
$574K +$60.3K +579 +11%
JIP
825
Jaffetilchin Investment Partners
Florida
$572K -$2.08K -20 -0.3%
31 32
33
34 35