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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1026
HHM Wealth Advisors
Tennessee
$303K -$20.1K -190 -6%
GSEP
1027
Golden State Equity Partners
California
$303K +$301K +2,837 New
CL
1028
Choreo LLC
Illinois
$302K +$63.1K +595 +27%
PT
1029
Plimoth Trust
Massachusetts
$302K +$21.1K +199 +8%
PWAM
1030
Private Wealth Asset Management
Iowa
$301K – – –
OSNBOA
1031
Old Second National Bank of Aurora
Illinois
$301K +$13.1K +124 +5%
PFA
1032
Providence Financial Advisors
Kansas
$301K – – –
SGCA
1033
Steel Grove Capital Advisors
Tennessee
$300K – – –
NFG
1034
Nations Financial Group
Iowa
$300K +$298K +2,807 New
ORC
1035
O'Rourke & Company
Massachusetts
$297K +$4.24K +40 +1%
RS
1036
Retirement Solution
Washington
$297K +$424 +4 +0.1%
LBC
1037
Lane Brothers & Co
Arizona
$297K +$295K +2,779 New
GCP
1038
Gill Capital Partners
Colorado
$296K -$7.95K -75 -3%
BA
1039
Ballast Advisors
Minnesota
$296K -$20.5K -193 -7%
SRC
1040
Sage Rhino Capital
California
$296K – – –
OFS
1041
OneAscent Financial Services
Alabama
$296K -$1.54M -14,488 -84%
SG
1042
StoneX Group
New York
$294K +$35.6K +336 +14%
CIC
1043
Cutler Investment Counsel
Oregon
$294K – – –
IWC
1044
Infinity Wealth Counsel
Ohio
$293K – – –
FWP
1045
Falcon Wealth Planning
California
$293K +$18.7K +176 +7%
UCM
1046
Up Capital Management
California
$292K +$290K +2,740 New
ZI
1047
ZEGA Investments
Florida
$292K +$12.1K +114 +4%
RWP
1048
RWA Wealth Partners
Massachusetts
$292K – – –
TPCW
1049
TD Private Client Wealth
New York
$291K +$14.2K +134 +5%
FTA
1050
Financial & Tax Architects
Missouri
$291K +$9.33K +88 +3%
40 41
42
43 44