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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SteelPeak Wealth
California
$569K +$45.6K +438 +8%
AWM
827
Aprio Wealth Management
Georgia
$569K -$38K -365 -6%
SP
828
SmartHarvest Portfolios
Washington
$568K +$10K +96 +2%
PFA
829
Perryman Financial Advisory
Texas
$565K +$8.54K +82 +1%
FF
830
Fox Financial
Pennsylvania
$564K -$10.4K -100 -2%
CFS
831
Commonwealth Financial Services
West Virginia
$562K -$3.65K -35 -0.6%
JF
832
JMN Financial
Ohio
$560K – – –
AMG
833
APS Management Group
California
$556K -$4.17K -40 -0.7%
SHJ
834
Sharkey, Howes & Javer
Colorado
$554K -$140K -1,344 -19%
KOC
835
Koss-Olinger Consulting
Florida
$553K -$741K -7,117 -56%
CAM
836
Concorde Asset Management
Michigan
$552K -$52.6K -505 -8%
HHWM
837
Hiley Hunt Wealth Management
Nebraska
$551K +$208 +2 +0%
SEIA
838
Signature Estate & Investment Advisors
California
$545K +$230K +2,205 +66%
PCH
839
PGIM Custom Harvest
New Jersey
$545K +$32.6K +313 +6%
PFA
840
Pure Financial Advisors
California
$542K -$11.4K -109 -2%
KL
841
KWMG LLC
Kansas
$540K +$575K +5,520 New
RI
842
Ruggiero Investments
Florida
$540K -$20.7K -199 -3%
CFG
843
Cassilly Financial Group
Maryland
$538K +$112K +1,077 +24%
NPAN
844
Northeast Planning Associates NH
New Hampshire
$537K -$5.21K -50 -0.9%
CAG
845
Csenge Advisory Group
Florida
$537K -$181K -1,735 -24%
PMG
846
ProVise Management Group
Florida
$532K – – –
CCMG
847
Clark Capital Management Group
Pennsylvania
$531K -$103M -991,989 -99%
BAS
848
Breakthru Advisory Services
Wisconsin
$528K – – –
ST
849
Somerset Trust
Pennsylvania
$528K -$14.7K -141 -3%
JIC
850
Johnson Investment Counsel
Ohio
$527K +$13.4K +129 +2%
32 33
34
35 36