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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
851
Oregon Pacific Wealth Management
Oregon
$433K +$112K +1,123 +37%
SWA
852
Strategies Wealth Advisors
Michigan
$433K -$51.3K -515 -11%
IC
853
IEQ Capital
California
$430K +$94.6K +950 +30%
TFA
854
Teamwork Financial Advisors
Texas
$430K -$72.3K -726 -15%
LA
855
LVW Advisors
New York
$429K +$409K +4,104 New
AR
856
Apeiron RIA
Texas
$425K +$18.5K +186 +5%
SCG
857
Sonata Capital Group
Washington
$424K – – –
EGA
858
Eagle Global Advisors
Texas
$421K – – –
MC
859
Moors & Cabot
Massachusetts
$421K +$64K +643 +19%
RWM
860
RBA Wealth Management
California
$419K +$8.96K +90 +2%
FI
861
FWG Investments
Kentucky
$418K +$2.29K +23 +0.6%
DCM
862
Delta Capital Management
New Jersey
$418K – – –
CWM
863
Cahaba Wealth Management
Georgia
$417K -$30.3K -304 -7%
WSFS
864
Wilmington Savings Fund Society
Delaware
$416K -$33.5K -336 -8%
ES
865
ETF Store
Kansas
$414K +$72.2K +725 +22%
DSA
866
Droms Strauss Advisors
Missouri
$412K – – –
EAM
867
Everstar Asset Management
North Carolina
$411K – – –
NCTC
868
New Covenant Trust Company
Indiana
$404K – – –
GMA
869
Glassy Mountain Advisors
Maryland
$404K +$385K +3,862 New
CWM
870
Centurion Wealth Management
Virginia
$402K +$5.28K +53 +1%
DAS
871
Dynamic Advisor Solutions
Arizona
$401K +$39.8K +400 +12%
KWM
872
Keebeck Wealth Management
Illinois
$398K – – –
LWA
873
LifeGoal Wealth Advisors
New York
$395K – – –
GI
874
GAMCO Investors
Connecticut
$392K – – –
KFP
875
Keener Financial Planning
Texas
$391K – – –
33 34
35
36 37