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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Cahaba Wealth Management
Georgia
$400K – – –
TWM
1002
Trinity Wealth Management
Pennsylvania
$400K +$229 +2 +0.1%
GWM
1003
Gilpin Wealth Management
Colorado
$399K +$25.2K +220 +7%
SC
1004
Sepio Capital
Utah
$399K – – –
LOWM
1005
Laurel Oak Wealth Management
New Jersey
$398K -$50.4K -441 -12%
EF
1006
Evanson Financial
Virginia
$398K +$383K +3,346 New
SIM
1007
Stratos Investment Management
Ohio
$398K +$67K +586 +21%
EAM
1008
Everstar Asset Management
North Carolina
$398K -$2.74K -24 -0.7%
RWP
1009
RWA Wealth Partners
Massachusetts
$394K – – –
ZI
1010
ZEGA Investments
Florida
$393K +$41K +359 +12%
SFG
1011
Snider Financial Group
Washington
$391K -$16.5K -144 -4%
FG
1012
Fiduciary Group
Georgia
$387K -$2.74K -24 -0.7%
WSWA
1013
Warren Street Wealth Advisors
California
$386K -$59.4K -520 -14%
APFP
1014
Action Point Financial Planning
Michigan
$385K +$370K +3,238 New
AG
1015
AlTi Global
New York
$385K +$114 +1 +0%
KCM
1016
Key Capital Management
Tennessee
$384K +$17K +149 +5%
DW30
1017
Drucker Wealth 3.0
New Jersey
$383K – – –
DWT
1018
Dorsey & Whitney Trust
South Dakota
$379K -$1.03K -9 -0.3%
E
1019
Entelevest
Florida
$378K -$229 -2 -0.1%
VL
1020
Vima LLC
Michigan
$374K +$360K +3,147 New
IF
1021
Ironwood Financial
Arizona
$374K -$38K -332 -9%
LWM
1022
Langley Wealth Management
Mississippi
$373K +$359K +3,138 New
AWMI
1023
Aegis Wealth Management (Iowa)
Iowa
$373K +$80.7K +706 +29%
BA
1024
Ballast Advisors
Minnesota
$370K +$40.7K +356 +13%
IASG
1025
Investment Advisory Services Group
Florida
$368K +$457 +4 +0.1%
39 40
41
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