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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
976
LRI Investments
Florida
$277K – – –
FTA
977
Financial & Tax Architects
Missouri
$276K -$87.8K -882 -25%
PT
978
Plimoth Trust
Massachusetts
$275K – – –
ZI
979
ZEGA Investments
Florida
$274K -$47.2K -474 -15%
PFBT
980
Parkside Financial Bank & Trust
Missouri
$274K -$52.5K -527 -17%
MWM
981
Maripau Wealth Management
Indiana
$273K -$16.2K -163 -6%
FFW
982
Fusion Family Wealth
New York
$273K – – –
SMC
983
Smith, Moore & Co
Missouri
$272K -$60.4K -606 -19%
EAM
984
Evanson Asset Management
California
$272K – – –
FWP
985
Forefront Wealth Partners
Texas
$272K +$259K +2,599 New
RBFC
986
Roman Butler Fullerton & Co
Missouri
$272K +$11.7K +117 +5%
TPCW
987
TD Private Client Wealth
New York
$271K -$2.19K -22 -0.8%
JF
988
Joule Financial
Kentucky
$271K +$258K +2,591 New
FWP
989
Falcon Wealth Planning
California
$269K -$1.1K -11 -0.4%
FCFC
990
First Citizens Financial Corp
Iowa
$269K – – –
IA
991
Invested Advisors
Pennsylvania
$268K +$301K +3,021 New
SGCA
992
Steel Grove Capital Advisors
Tennessee
$268K – – –
GI
993
GAMMA Investing
California
$267K – – –
FWI
994
Facet Wealth Inc
Maryland
$266K +$254K +2,548 New
PFM
995
Phillips Financial Management
Indiana
$266K +$253K +2,541 New
TCWM
996
Total Clarity Wealth Management
Illinois
$264K -$3.09K -31 -1%
MAM
997
Mainsail Asset Management
Alabama
$263K – – –
BTI
998
Blue Trust Inc
Georgia
$262K +$22.5K +226 +10%
DWS
999
Discipline Wealth Solutions
South Carolina
$258K +$246K +2,468 New
CWMK
1000
Caliber Wealth Management (Kansas)
Kansas
$256K -$1.69K -17 -0.7%
38 39
40
41 42