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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
901
SageView Advisory Group
California
$303K -$86.5K -1,009 -25%
FWM
902
FLP Wealth Management
Arkansas
$302K +$272K +3,170 New
IC
903
IEQ Capital
California
$301K +$271K +3,163 New
CWM
904
Crowley Wealth Management
Delaware
$301K – – –
EA
905
Eclectic Associates
California
$300K -$343 -4 -0.1%
PFBT
906
Parkside Financial Bank & Trust
Missouri
$300K -$20K -233 -7%
SFG
907
Snider Financial Group
Washington
$300K -$19.6K -229 -7%
CIAS
908
Capital Investment Advisory Services
North Carolina
$300K +$4.71K +55 +2%
FNC
909
First National Corp
Massachusetts
$297K – – –
PA
910
Parallel Advisors
California
$297K +$19.6K +229 +8%
ZI
911
ZEGA Investments
Florida
$295K +$266K +3,099 New
BJL
912
Brighton Jones LLC
Washington
$295K +$265K +3,093 New
LWL
913
Leo Wealth LLC
Texas
$295K +$265K +3,090 New
SWIA
914
Solano Wealth Investment Advisors
California
$294K – – –
RFA
915
Reyes Financial Architecture
California
$291K – – –
CCM
916
Condor Capital Management
New Jersey
$290K -$1.54K -18 -0.6%
SIM
917
Stratos Investment Management
Ohio
$290K -$117K -1,364 -31%
CWG
918
Crown Wealth Group
North Carolina
$290K +$7.29K +85 +3%
WF
919
Warner Financial
Maryland
$289K +$429 +5 +0.2%
HWA
920
HHM Wealth Advisors
Tennessee
$289K – – –
OPWM
921
Oregon Pacific Wealth Management
Oregon
$288K +$259K +3,024 New
SG
922
StoneX Group
New York
$287K +$258K +3,008 New
BF
923
BOK Financial
Oklahoma
$287K +$116K +1,352 +82%
VR
924
Valued Retirements
Texas
$286K – – –
IWC
925
Infinity Wealth Counsel
Ohio
$286K – – –
35 36
37
38 39