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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
976
Snider Financial Group
Washington
$357K +$22.6K +213 +7%
AR
977
Apeiron RIA
Texas
$356K -$80.8K -762 -19%
CWG
978
Crown Wealth Group
North Carolina
$355K +$23K +217 +7%
JWA
979
JFS Wealth Advisors
Pennsylvania
$355K -$37.4K -353 -10%
MWM
980
MGB Wealth Management
Texas
$354K +$66.6K +628 +23%
LWL
981
Leo Wealth LLC
Texas
$353K +$350K +3,305 New
MWM
982
Maripau Wealth Management
Indiana
$350K +$69K +651 +25%
BDF
983
Black Diamond Financial
Maryland
$349K – – –
AG
984
AlTi Global
New York
$345K +$212 +2 +0.1%
WSWA
985
Warren Street Wealth Advisors
California
$344K -$373K -3,522 -52%
BI
986
Ballast Inc
Kentucky
$344K -$53.4K -504 -14%
DW30
987
Drucker Wealth 3.0
New Jersey
$343K – – –
JDLA
988
J. Derek Lewis & Associates
California
$343K +$341K +3,216 New
DAS
989
Dynamic Advisor Solutions
Arizona
$342K -$66.7K -629 -16%
DWT
990
Dorsey & Whitney Trust
South Dakota
$342K -$318 -3 -0.1%
TIM
991
Tevis Investment Management
Texas
$341K – – –
SWA
992
Strategies Wealth Advisors
Michigan
$339K -$102K -962 -23%
ABC
993
Associated Banc-Corp
Wisconsin
$339K +$336K +3,173 New
OW
994
Olistico Wealth
Oklahoma
$336K – – –
FC
995
Financial Consulate
Maryland
$336K +$106 +1 +0%
LWPC
996
Legacy Wealth Partners (Colorado)
Colorado
$335K +$333K +3,142 New
MFIM
997
Mesirow Financial Investment Management
Illinois
$334K -$5.62K -53 -2%
FG
998
Fiduciary Group
Georgia
$332K +$10.9K +103 +3%
MSF
999
Mustard Seed Financial
Arkansas
$332K +$6.36K +60 +2%
DT
1000
DV Trading
Illinois
$331K +$329K +3,100 New
38 39
40
41 42