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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
976
AIFG Consultants
New York
$360K -$33.5K -316 -9%
SEIA
977
Signature Estate & Investment Advisors
California
$359K -$34K -321 -9%
SC
978
Sepio Capital
Utah
$357K – – –
SFG
979
Snider Financial Group
Washington
$357K +$22.6K +213 +7%
AR
980
Apeiron RIA
Texas
$356K -$80.8K -762 -19%
CWG
981
Crown Wealth Group
North Carolina
$355K +$23K +217 +7%
JWA
982
JFS Wealth Advisors
Pennsylvania
$355K -$37.4K -353 -10%
MWM
983
MGB Wealth Management
Texas
$354K +$66.6K +628 +23%
LWL
984
Leo Wealth LLC
Texas
$353K +$350K +3,305 New
MWM
985
Maripau Wealth Management
Indiana
$350K +$69K +651 +25%
BDF
986
Black Diamond Financial
Maryland
$349K – – –
AG
987
AlTi Global
New York
$345K +$212 +2 +0.1%
WSWA
988
Warren Street Wealth Advisors
California
$344K -$373K -3,522 -52%
BI
989
Ballast Inc
Kentucky
$344K -$53.4K -504 -14%
DW30
990
Drucker Wealth 3.0
New Jersey
$343K – – –
JDLA
991
J. Derek Lewis & Associates
California
$343K +$341K +3,216 New
DAS
992
Dynamic Advisor Solutions
Arizona
$342K -$66.7K -629 -16%
DWT
993
Dorsey & Whitney Trust
South Dakota
$342K -$318 -3 -0.1%
TIM
994
Tevis Investment Management
Texas
$341K – – –
SWA
995
Strategies Wealth Advisors
Michigan
$339K -$102K -962 -23%
ABC
996
Associated Banc-Corp
Wisconsin
$339K +$336K +3,173 New
OW
997
Olistico Wealth
Oklahoma
$336K – – –
FC
998
Financial Consulate
Maryland
$336K +$106 +1 +0%
LWPC
999
Legacy Wealth Partners (Colorado)
Colorado
$335K +$333K +3,142 New
MFIM
1000
Mesirow Financial Investment Management
Illinois
$334K -$5.62K -53 -2%
38 39
40
41 42