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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1026
Peak Asset Management
Colorado
$368K +$17.1K +150 +5%
BI
1027
Ballast Inc
Kentucky
$367K -$27.7K -242 -7%
SWIA
1028
Solano Wealth Investment Advisors
California
$366K – – –
FSA
1029
Financial Security Advisor
Virginia
$366K +$457 +4 +0.1%
CCC
1030
Compass Capital Corp
Massachusetts
$365K +$17.9K +157 +6%
OWCM
1031
One Wealth Capital Management
Arizona
$364K +$350K +3,060 New
WF
1032
Warner Financial
Maryland
$363K – – –
SG
1033
StoneX Group
New York
$363K +$37K +324 +12%
MAA
1034
Matrix Asset Advisors
New York
$363K – – –
SQA
1035
Simon Quick Advisors
New Jersey
$362K – – –
FMWA
1036
Forvis Mazars Wealth Advisors
Missouri
$362K +$348K +3,040 New
CIA
1037
Choate Investment Advisors
Massachusetts
$361K – – –
KIA
1038
KCM Investment Advisors
California
$360K -$123K -1,072 -26%
GSWM
1039
Greenup Street Wealth Management
Michigan
$360K +$346K +3,026 New
VR
1040
Valued Retirements
Texas
$357K – – –
OWP
1041
ORG Wealth Partners
Texas
$357K – – –
HH
1042
Hilltop Holdings
Texas
$355K – – –
CIA
1043
Cape Investment Advisory
Georgia
$355K -$21.6K -189 -6%
PRTG
1044
Post Resch Tallon Group
New York
$354K -$9.15K -80 -3%
JDLA
1045
J. Derek Lewis & Associates
California
$353K -$31.8K -278 -9%
SWGC
1046
Summit Wealth Group (Colorado)
Colorado
$353K +$51.6K +451 +18%
NC
1047
NovaPoint Capital
Georgia
$349K +$336K +2,937 New
C
1048
Certuity
Florida
$349K +$335K +2,933 New
LFA
1049
Laraway Financial Advisors
Minnesota
$348K +$457 +4 +0.1%
PT
1050
Plimoth Trust
Massachusetts
$346K – – –
40 41
42
43 44