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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
826
KMT Wealth Management
California
$772K +$742K +6,489 New
WCP
827
Wick Capital Partners
Pennsylvania
$770K +$1.14K +10 +0.1%
SWM
828
Selby Wealth Management
California
$767K – – –
TCM
829
Tandem Capital Management
New Jersey
$757K +$37.7K +330 +5%
CS
830
Crescent Sterling
Louisiana
$739K +$229 +2 +0%
FWM
831
FFT Wealth Management
Pennsylvania
$738K -$17.3K -151 -2%
EWA
832
EverSource Wealth Advisors
Alabama
$733K -$593K -5,185 -46%
BP
833
Ballentine Partners
Massachusetts
$732K – – –
FCP
834
Fidelis Capital Partners
Florida
$731K -$11.3K -99 -2%
CAG
835
Csenge Advisory Group
Florida
$717K +$62.3K +545 +10%
BDF
836
Black Diamond Financial
Maryland
$717K +$6.75K +59 +1%
IP
837
Intellectus Partners
California
$716K – – –
IP
838
Indivisible Partners
Florida
$715K – – –
PP
839
Patten & Patten
Tennessee
$715K -$92.3K -807 -12%
LBC
840
Leigh Baldwin & Co
New York
$714K -$1.6K -14 -0.2%
PA
841
Parallel Advisors
California
$713K +$338K +2,956 +97%
CFG
842
Cassilly Financial Group
Maryland
$712K +$55.9K +489 +9%
TC
843
TFR Capital
Texas
$701K -$31.7K -277 -4%
CB
844
Community Bank
New York
$700K -$36K -315 -5%
MT
845
Midwest Trust
Kansas
$698K -$123K -1,074 -15%
UA
846
URS Advisory
Florida
$696K +$101K +880 +18%
SW
847
SteelPeak Wealth
California
$696K +$3.54K +31 +0.5%
CAM
848
Concorde Asset Management
Michigan
$692K +$20.8K +182 +3%
SP
849
SmartHarvest Portfolios
Washington
$691K +$457 +4 +0.1%
RRMM
850
Regatta Research & Money Management
Louisiana
$690K +$663K +5,802 New
32 33
34
35 36