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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
851
Berkshire Bank
Massachusetts
$678K -$47.1K -412 -7%
AMG
852
APS Management Group
California
$676K +$800 +7 +0.1%
KFP
853
Kroeger Financial Partners
California
$675K +$649K +5,675 New
NL
854
NWAM LLC
Washington
$670K +$70K +612 +12%
SPWM
855
Schrum Private Wealth Management
Florida
$668K -$88.4K -773 -9%
KOC
856
Koss-Olinger Consulting
Florida
$667K -$4.57K -40 -0.7%
HHWM
857
Hiley Hunt Wealth Management
Nebraska
$664K -$5.72K -50 -0.9%
PAS
858
PKS Advisory Services
New York
$663K -$252K -2,200 -28%
NAS
859
NWF Advisory Services
California
$662K +$219K +1,916 +53%
CAM
860
Clark Asset Management
New Hampshire
$657K +$40.6K +355 +7%
FF
861
Fox Financial
Pennsylvania
$656K -$28.1K -246 -4%
MWM
862
Maripau Wealth Management
Indiana
$655K +$252K +2,200 +67%
RI
863
Ruggiero Investments
Florida
$654K -$1.83K -16 -0.3%
LAS
864
Lloyd Advisory Services
Georgia
$654K +$497K +4,344 +377%
VBFP
865
Valtinson Bruner Financial Planning
Minnesota
$654K +$28K +245 +5%
PFA
866
Pure Financial Advisors
California
$651K -$7.32K -64 -1%
OCPWS
867
One Charles Private Wealth Services
Massachusetts
$650K -$55K -481 -8%
TPW
868
TOP Private Wealth
Connecticut
$648K +$623K +5,450 New
PMG
869
ProVise Management Group
Florida
$646K – – –
JCM
870
Jacobi Capital Management
Pennsylvania
$646K -$51.3K -449 -8%
PA
871
Procyon Advisors
Connecticut
$645K -$129K -1,124 -17%
IWB
872
Innovative Wealth Building
Maryland
$643K -$72.8K -637 -11%
BCM
873
BTC Capital Management
Iowa
$640K +$615K +5,378 New
VFS
874
Valpey Financial Services
New Hampshire
$639K -$126K -1,099 -17%
FHC
875
First Horizon Corporation
Tennessee
$633K -$104K -913 -15%
33 34
35
36 37