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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Aviso Wealth Management
Washington
$520K -$5.14K -45 -1%
NW
927
Naviter Wealth
Arkansas
$520K +$499K +4,366 New
RWB
928
RMR Wealth Builders
New Jersey
$518K +$229 +2 +0%
KCFA
929
Key Client Fiduciary Advisors
New Jersey
$517K +$1.83K +16 +0.4%
WWM
930
Waterway Wealth Management
Texas
$514K -$114K -1,000 -19%
CHIA
931
Copper Harbor Investment Advisors
Wisconsin
$503K +$483K +4,225 New
AIM
932
Advyzon Investment Management
Illinois
$500K +$480K +4,202 New
SHJ
933
Sharkey, Howes & Javer
Colorado
$498K -$168K -1,472 -26%
SWM
934
SHP Wealth Management
Massachusetts
$494K -$140K -1,226 -23%
JWA
935
JFS Wealth Advisors
Pennsylvania
$493K +$138K +1,207 +41%
WWM
936
WJ Wealth Management
Arizona
$489K -$24.8K -217 -5%
LA
937
LVW Advisors
New York
$488K – – –
AWM
938
Accel Wealth Management
Iowa
$488K +$114 +1 +0%
DCM
939
Donaldson Capital Management
Indiana
$487K +$5.03K +44 +1%
RWM
940
Rockline Wealth Management
New York
$485K +$6.63K +58 +1%
MC
941
Moors & Cabot
Massachusetts
$484K +$27.6K +241 +6%
SCG
942
Sonata Capital Group
Washington
$483K -$686 -6 -0.1%
AFM
943
Abbot Financial Management
Massachusetts
$482K – – –
OMIC
944
Old Mission Investment Co
Michigan
$480K +$462K +4,037 New
EGA
945
Eagle Global Advisors
Texas
$477K – – –
DCM
946
Delta Capital Management
New Jersey
$476K – – –
GWANC
947
Guardian Wealth Advisors (North Carolina)
North Carolina
$474K +$177K +1,547 +64%
WSFS
948
Wilmington Savings Fund Society
Delaware
$474K – – –
ES
949
ETF Store
Kansas
$473K +$343 +3 +0.1%
LWA
950
LifeGoal Wealth Advisors
New York
$470K +$20.5K +179 +5%
36 37
38
39 40