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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
EverSource Wealth Advisors
Alabama
$733K -$593K -5,185 -46%
BP
827
Ballentine Partners
Massachusetts
$732K – – –
FCP
828
Fidelis Capital Partners
Florida
$731K -$11.3K -99 -2%
CAG
829
Csenge Advisory Group
Florida
$717K +$62.3K +545 +10%
BDF
830
Black Diamond Financial
Maryland
$717K +$6.75K +59 +1%
IP
831
Intellectus Partners
California
$716K – – –
IP
832
Indivisible Partners
Florida
$715K – – –
PP
833
Patten & Patten
Tennessee
$715K -$92.3K -807 -12%
LBC
834
Leigh Baldwin & Co
New York
$714K -$1.6K -14 -0.2%
PA
835
Parallel Advisors
California
$713K +$338K +2,956 +97%
CFG
836
Cassilly Financial Group
Maryland
$712K +$55.9K +489 +9%
TC
837
TFR Capital
Texas
$701K -$31.7K -277 -4%
CB
838
Community Bank
New York
$700K -$36K -315 -5%
MT
839
Midwest Trust
Kansas
$698K -$123K -1,074 -15%
UA
840
URS Advisory
Florida
$696K +$101K +880 +18%
SW
841
SteelPeak Wealth
California
$696K +$3.54K +31 +0.5%
CAM
842
Concorde Asset Management
Michigan
$692K +$20.8K +182 +3%
SP
843
SmartHarvest Portfolios
Washington
$691K +$457 +4 +0.1%
RRMM
844
Regatta Research & Money Management
Louisiana
$690K +$663K +5,802 New
PFA
845
Perryman Financial Advisory
Texas
$688K +$1.49K +13 +0.2%
GIL
846
Go Invest LLC
Utah
$684K -$172K -1,504 -21%
FLPIM
847
F.L. Putnam Investment Management
Massachusetts
$684K -$13.1K -115 -2%
CFS
848
Commonwealth Financial Services
West Virginia
$682K -$1.49K -13 -0.2%
AWM
849
Aprio Wealth Management
Georgia
$682K -$9.49K -83 -1%
JF
850
JMN Financial
Ohio
$681K +$114 +1 +0%
32 33
34
35 36