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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
976
ZEGA Investments
Florida
$274K -$47.2K -474 -15%
PFBT
977
Parkside Financial Bank & Trust
Missouri
$274K -$52.5K -527 -17%
MWM
978
Maripau Wealth Management
Indiana
$273K -$16.2K -163 -6%
FFW
979
Fusion Family Wealth
New York
$273K – – –
SMC
980
Smith, Moore & Co
Missouri
$272K -$60.4K -606 -19%
EAM
981
Evanson Asset Management
California
$272K – – –
FWP
982
Forefront Wealth Partners
Texas
$272K +$259K +2,599 New
RBFC
983
Roman Butler Fullerton & Co
Missouri
$272K +$11.7K +117 +5%
TPCW
984
TD Private Client Wealth
New York
$271K -$2.19K -22 -0.8%
JF
985
Joule Financial
Kentucky
$271K +$258K +2,591 New
FWP
986
Falcon Wealth Planning
California
$269K -$1.1K -11 -0.4%
FCFC
987
First Citizens Financial Corp
Iowa
$269K – – –
IA
988
Invested Advisors
Pennsylvania
$268K +$301K +3,021 New
SGCA
989
Steel Grove Capital Advisors
Tennessee
$268K – – –
GI
990
GAMMA Investing
California
$267K – – –
FWI
991
Facet Wealth Inc
Maryland
$266K +$254K +2,548 New
PFM
992
Phillips Financial Management
Indiana
$266K +$253K +2,541 New
TCWM
993
Total Clarity Wealth Management
Illinois
$264K -$3.09K -31 -1%
MAM
994
Mainsail Asset Management
Alabama
$263K – – –
BTI
995
Blue Trust Inc
Georgia
$262K +$22.5K +226 +10%
DWS
996
Discipline Wealth Solutions
South Carolina
$258K +$246K +2,468 New
CWMK
997
Caliber Wealth Management (Kansas)
Kansas
$256K -$1.69K -17 -0.7%
BJL
998
Brighton Jones LLC
Washington
$254K -$65.5K -658 -21%
SWMP
999
Signature Wealth Management Partners
New Jersey
$254K +$242K +2,428 New
GFP
1000
Gryphon Financial Partners
Ohio
$253K -$1.26M -12,623 -84%
38 39
40
41 42