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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
926
B.O.S.S. Retirement Advisors
Utah
$320K +$48.5K +487 +19%
CWM
927
Crowley Wealth Management
Delaware
$320K -$9.56K -96 -3%
MSF
928
Mustard Seed Financial
Arkansas
$319K +$7.77K +78 +3%
BCA
929
Bay Colony Advisors
Massachusetts
$319K +$304K +3,048 New
SIM
930
Stratos Investment Management
Ohio
$318K +$398 +4 +0.1%
RFA
931
Reyes Financial Architecture
California
$318K -$1.2K -12 -0.4%
SQA
932
Simon Quick Advisors
New Jersey
$318K -$62K -623 -17%
WF
933
Warner Financial
Maryland
$318K +$398 +4 +0.1%
CIA
934
Choate Investment Advisors
Massachusetts
$317K +$17.1K +172 +6%
HWA
935
HHM Wealth Advisors
Tennessee
$317K – – –
FG
936
Fiduciary Group
Georgia
$314K +$8.56K +86 +3%
MAA
937
Matrix Asset Advisors
New York
$313K – – –
GFG
938
Grantvest Financial Group
New Jersey
$313K +$598 +6 +0.2%
IP
939
Investment Partners
Ohio
$311K – – –
SAG
940
SageView Advisory Group
California
$311K -$8.76K -88 -3%
BA
941
Ballast Advisors
Minnesota
$310K -$2.29K -23 -0.8%
SW
942
SMART Wealth
Nebraska
$310K +$83K +833 +39%
BWL
943
Bogart Wealth LLC
Virginia
$308K -$124K -1,244 -30%
EW
944
Evoke Wealth
California
$308K +$293K +2,944 New
MWA
945
Monograph Wealth Advisors
California
$307K +$293K +2,942 New
DC
946
Davenport & Co
Virginia
$307K -$398 -4 -0.1%
PAM
947
Peak Asset Management
Colorado
$307K +$10.7K +107 +4%
LFA
948
Laraway Financial Advisors
Minnesota
$305K +$1.59K +16 +0.6%
MWM
949
Maltin Wealth Management
New Jersey
$304K +$398 +4 +0.1%
NG
950
Novem Group
New York
$300K +$74.8K +751 +35%
36 37
38
39 40