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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
876
Caliber Wealth Management (Kansas)
Kansas
$256K +$278K +3,186 New
NL
877
NWAM LLC
Washington
$254K -$32.4K -371 -11%
CWM
878
Crowley Wealth Management
Delaware
$254K – – –
EA
879
Eclectic Associates
California
$254K -$1.05K -12 -0.4%
MAA
880
Matrix Asset Advisors
New York
$252K -$23.8K -273 -8%
FNC
881
First National Corp
Massachusetts
$251K +$436 +5 +0.2%
BWM
882
BlackDiamond Wealth Management
New York
$250K -$1.91M -21,910 -88%
CIAS
883
Capital Investment Advisory Services
North Carolina
$248K -$130K -1,490 -33%
SWIA
884
Solano Wealth Investment Advisors
California
$248K – – –
CCM
885
Condor Capital Management
New Jersey
$246K -$1.92K -22 -0.7%
AWM
886
Able Wealth Management
New Jersey
$246K -$9.69K -111 -3%
RFA
887
Reyes Financial Architecture
California
$246K – – –
ORC
888
O'Rourke & Company
Massachusetts
$245K +$266K +3,052 New
CW
889
Channel Wealth
California
$244K +$6.02K +69 +2%
WF
890
Warner Financial
Maryland
$244K +$349 +4 +0.1%
HWA
891
HHM Wealth Advisors
Tennessee
$244K -$147K -1,685 -36%
HT
892
Headlands Technologies
Illinois
$243K -$272K -3,115 -51%
SAM
893
Sherman Asset Management
California
$242K -$11.8K -135 -4%
VR
894
Valued Retirements
Texas
$241K – – –
IWC
895
Infinity Wealth Counsel
Ohio
$241K – – –
DC
896
Davenport & Co
Virginia
$241K +$23.6K +270 +10%
GFG
897
Grantvest Financial Group
New Jersey
$240K +$261K +2,985 New
IP
898
Investment Partners
Ohio
$240K – – –
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
$239K +$163K +1,864 +167%
AFG
900
ABLE Financial Group
Arizona
$239K -$4.44M -50,804 -94%
34 35
36
37 38