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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
851
Apeiron RIA
Texas
$370K -$22.5K -263 -6%
XT
852
XTX Topco
Cayman Islands
$369K +$332K +3,868 New
NCTC
853
New Covenant Trust Company
Indiana
$367K – – –
JWCA
854
J.W. Coons Advisors
Ohio
$364K – – –
KWM
855
Keebeck Wealth Management
Illinois
$363K – – –
CWM
856
Centurion Wealth Management
Virginia
$362K -$165K -1,925 -34%
LWA
857
LifeGoal Wealth Advisors
New York
$360K -$1.63K -19 -0.5%
OAM
858
Oppenheimer Asset Management
New York
$358K -$5.28M -61,559 -94%
GI
859
GAMCO Investors
Connecticut
$357K +$321K +3,750 New
KFP
860
Keener Financial Planning
Texas
$356K +$321K +3,744 New
SFS
861
Stiles Financial Services
Minnesota
$356K -$19.7K -230 -6%
EWM
862
Empirical Wealth Management
Washington
$355K -$60.4K -705 -16%
WS
863
Wedbush Securities
California
$354K +$91.6K +1,068 +40%
LSA
864
Lion Street Advisors
Texas
$354K +$102K +1,188 +47%
AF
865
Amara Financial
California
$352K +$86 +1 +0%
SQA
866
Simon Quick Advisors
New Jersey
$350K +$314K +3,667 New
CAM
867
Cozad Asset Management
Illinois
$349K +$19.1K +223 +6%
KLI
868
Kelman-Lazarov Inc
Tennessee
$349K – – –
MAG
869
Mayfair Advisory Group
Alabama
$344K +$2.14K +25 +0.7%
IF
870
Ironwood Financial
Arizona
$342K – – –
IWS
871
Insight Wealth Strategies
California
$339K +$429 +5 +0.1%
MAS
872
Madden Advisory Services
Florida
$337K – – –
CFS
873
Coordinated Financial Services
Colorado
$337K +$15.7K +183 +5%
HKIMG
874
Hutchens & Kramer Investment Management Group
Indiana
$336K +$305K +3,558 New
FTA
875
Financial & Tax Architects
Missouri
$336K +$302K +3,520 New
33 34
35
36 37