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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Crowley Wealth Management
Delaware
$277K +$273K +3,156 New
MC
902
Moors & Cabot
Massachusetts
$277K -$26.9K -311 -9%
BJL
903
Brighton Jones LLC
Washington
$277K +$17.6K +204 +7%
CFG
904
Cornerstone Financial Group
Nebraska
$277K +$272K +3,151 New
PFBT
905
Parkside Financial Bank & Trust
Missouri
$277K – – –
SAM
906
Sherman Asset Management
California
$276K +$271K +3,140 New
FNC
907
First National Corp
Massachusetts
$274K -$11.8K -137 -4%
NWM
908
Napa Wealth Management
California
$273K +$268K +3,103 New
BW
909
Bison Wealth
Georgia
$272K -$10.2K -118 -4%
CCM
910
Condor Capital Management
New Jersey
$271K -$173 -2 -0.1%
SWIA
911
Solano Wealth Investment Advisors
California
$271K +$266K +3,080 New
EP
912
Edgestream Partners
New Jersey
$271K -$191K -2,208 -42%
RFA
913
Reyes Financial Architecture
California
$269K +$264K +3,058 New
PRTG
914
Post Resch Tallon Group
New York
$268K +$264K +3,053 New
TKP
915
Tallon Kerry Patrick
$268K +$264K +3,053 New
WF
916
Warner Financial
Maryland
$266K +$518 +6 +0.2%
VR
917
Valued Retirements
Texas
$264K – – –
IWC
918
Infinity Wealth Counsel
Ohio
$264K +$259K +3,000 New
SXL
919
Summit X LLC
Missouri
$263K -$3.8K -44 -1%
IP
920
Investment Partners
Ohio
$262K – – –
CW
921
Channel Wealth
California
$261K +$38.8K +449 +18%
OP
922
ORG Partners
Indiana
$261K -$605 -7 -0.2%
SYBT
923
Stock Yards Bank & Trust
Kentucky
$251K – – –
CIA
924
Choate Investment Advisors
Massachusetts
$251K +$247K +2,861 New
DS
925
DRW Securities
Illinois
$251K +$247K +2,861 New
35 36
37
38 39