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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
976
Peapack-Gladstone Financial Corp
New Jersey
$246K +$221K +2,579 New
BOSSRA
977
B.O.S.S. Retirement Advisors
Utah
$246K +$2.57K +30 +1%
FCFC
978
First Citizens Financial Corp
Iowa
$245K +$220K +2,571 New
GI
979
GAMMA Investing
California
$244K +$219K +2,557 New
TCWM
980
Total Clarity Wealth Management
Illinois
$243K +$219K +2,554 New
FWP
981
FAS Wealth Partners
Kansas
$241K +$6.34K +74 +3%
MAM
982
Mainsail Asset Management
Alabama
$240K – – –
BIG
983
Brooklyn Investment Group
New York
$237K +$39.9K +465 +23%
CWMK
984
Caliber Wealth Management (Kansas)
Kansas
$235K -$62K -723 -23%
RBFC
985
Roman Butler Fullerton & Co
Missouri
$233K +$203K +2,366 New
AGWCA
986
Annis Gardner Whiting Capital Advisors
Florida
$233K -$5.14K -60 -2%
TWC
987
TD Waterhouse Canada
Ontario, Canada
$231K -$2.31K -27 -1%
EP
988
Edgestream Partners
New Jersey
$230K +$207K +2,409 New
ATC
989
Argent Trust Co
Tennessee
$228K +$205K +2,396 New
PW
990
PUREfi Wealth
Massachusetts
$224K +$201K +2,346 New
WAM
991
WNY Asset Management
New York
$223K -$965K -11,258 -83%
PFW
992
Petros Family Wealth
Minnesota
$222K +$200K +2,328 New
BTI
993
Blue Trust Inc
Georgia
$217K +$7.54K +88 +4%
GAM
994
Gemmer Asset Management
California
$217K +$195K +2,275 New
BWP
995
Bernardo Wealth Planning
Pennsylvania
$214K +$192K +2,245 New
ISWM
996
Independent Solutions Wealth Management
New York
$213K +$192K +2,239 New
TPW
997
Talon Private Wealth
Florida
$212K +$190K +2,221 New
SLC
998
Second Line Capital
Louisiana
$212K +$190K +2,220 New
SW
999
SlateStone Wealth
Florida
$211K +$189K +2,210 New
TWM
1000
Trueblood Wealth Management
Ohio
$210K +$189K +2,200 New
38 39
40
41 42