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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
926
Stock Yards Bank & Trust
Kentucky
$383K +$20.8K +200 +5%
FMN
927
Financial Management Network
California
$382K -$22K -211 -5%
AC
928
AlphaCore Capital
California
$381K -$581K -5,576 -59%
NCTC
929
New Covenant Trust Company
Indiana
$379K – – –
MSFS
930
Main Street Financial Solutions
Pennsylvania
$378K +$187K +1,800 +87%
LWA
931
LifeGoal Wealth Advisors
New York
$374K – – –
MC
932
Moors & Cabot
Massachusetts
$374K -$514K -4,933 -56%
KWM
933
Keebeck Wealth Management
Illinois
$373K – – –
LOWM
934
Laurel Oak Wealth Management
New Jersey
$371K +$4.48K +43 +1%
PCA
935
Purkiss Capital Advisors
Connecticut
$370K +$148K +1,425 +61%
WSWA
936
Warren Street Wealth Advisors
California
$369K +$56.3K +541 +17%
PG
937
Prostatis Group
Maryland
$368K -$71.2K -684 -15%
GI
938
GAMCO Investors
Connecticut
$367K – – –
CWM
939
Centurion Wealth Management
Virginia
$367K -$6.77K -65 -2%
KFP
940
Keener Financial Planning
Texas
$366K – – –
AF
941
Amara Financial
California
$365K +$2.92K +28 +0.8%
MWM
942
Maridea Wealth Management
New York
$360K +$15.6K +150 +4%
SCM
943
Saxony Capital Management
Missouri
$360K +$382K +3,672 New
KAS
944
KPP Advisory Services
Kentucky
$359K +$382K +3,669 New
KLI
945
Kelman-Lazarov Inc
Tennessee
$358K – – –
NAS
946
NWF Advisory Services
California
$357K +$380K +3,647 New
EV
947
EJMK Ventures
Illinois
$351K – – –
CWG
948
Crown Wealth Group
North Carolina
$348K +$22.9K +220 +7%
BWM
949
Benson Wealth Management
Tennessee
$347K +$11.4K +109 +3%
SW
950
SMART Wealth
Nebraska
$346K +$2.81K +27 +0.8%
36 37
38
39 40