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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
E
1026
Entelevest
Florida
$378K -$229 -2 -0.1%
VL
1027
Vima LLC
Michigan
$374K +$360K +3,147 New
IF
1028
Ironwood Financial
Arizona
$374K -$38K -332 -9%
LWM
1029
Langley Wealth Management
Mississippi
$373K +$359K +3,138 New
AWMI
1030
Aegis Wealth Management (Iowa)
Iowa
$373K +$80.7K +706 +29%
BA
1031
Ballast Advisors
Minnesota
$370K +$40.7K +356 +13%
IASG
1032
Investment Advisory Services Group
Florida
$368K +$457 +4 +0.1%
PAM
1033
Peak Asset Management
Colorado
$368K +$17.1K +150 +5%
BI
1034
Ballast Inc
Kentucky
$367K -$27.7K -242 -7%
SWIA
1035
Solano Wealth Investment Advisors
California
$366K – – –
FSA
1036
Financial Security Advisor
Virginia
$366K +$457 +4 +0.1%
CCC
1037
Compass Capital Corp
Massachusetts
$365K +$17.9K +157 +6%
OWCM
1038
One Wealth Capital Management
Arizona
$364K +$350K +3,060 New
WF
1039
Warner Financial
Maryland
$363K – – –
SG
1040
StoneX Group
New York
$363K +$37K +324 +12%
MAA
1041
Matrix Asset Advisors
New York
$363K – – –
SQA
1042
Simon Quick Advisors
New Jersey
$362K – – –
FMWA
1043
Forvis Mazars Wealth Advisors
Missouri
$362K +$348K +3,040 New
CIA
1044
Choate Investment Advisors
Massachusetts
$361K – – –
KIA
1045
KCM Investment Advisors
California
$360K -$123K -1,072 -26%
GSWM
1046
Greenup Street Wealth Management
Michigan
$360K +$346K +3,026 New
VR
1047
Valued Retirements
Texas
$357K – – –
OWP
1048
ORG Wealth Partners
Texas
$357K – – –
HH
1049
Hilltop Holdings
Texas
$355K – – –
CIA
1050
Cape Investment Advisory
Georgia
$355K -$21.6K -189 -6%
40 41
42
43 44