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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1026
SageView Advisory Group
California
$310K -$7.53K -71 -2%
IWS
1027
Insight Wealth Strategies
California
$309K -$74.5K -703 -20%
MWM
1028
Manske Wealth Management
Texas
$307K +$305K +2,875 New
HWA
1029
HHM Wealth Advisors
Tennessee
$303K -$20.1K -190 -6%
GSEP
1030
Golden State Equity Partners
California
$303K +$301K +2,837 New
CL
1031
Choreo LLC
Illinois
$302K +$63.1K +595 +27%
PT
1032
Plimoth Trust
Massachusetts
$302K +$21.1K +199 +8%
PWAM
1033
Private Wealth Asset Management
Iowa
$301K – – –
OSNBOA
1034
Old Second National Bank of Aurora
Illinois
$301K +$13.1K +124 +5%
PFA
1035
Providence Financial Advisors
Kansas
$301K – – –
SGCA
1036
Steel Grove Capital Advisors
Tennessee
$300K – – –
NFG
1037
Nations Financial Group
Iowa
$300K +$298K +2,807 New
ORC
1038
O'Rourke & Company
Massachusetts
$297K +$4.24K +40 +1%
RS
1039
Retirement Solution
Washington
$297K +$424 +4 +0.1%
LBC
1040
Lane Brothers & Co
Arizona
$297K +$295K +2,779 New
GCP
1041
Gill Capital Partners
Colorado
$296K -$7.95K -75 -3%
BA
1042
Ballast Advisors
Minnesota
$296K -$20.5K -193 -7%
SRC
1043
Sage Rhino Capital
California
$296K – – –
OFS
1044
OneAscent Financial Services
Alabama
$296K -$1.54M -14,488 -84%
SG
1045
StoneX Group
New York
$294K +$35.6K +336 +14%
CIC
1046
Cutler Investment Counsel
Oregon
$294K – – –
IWC
1047
Infinity Wealth Counsel
Ohio
$293K – – –
FWP
1048
Falcon Wealth Planning
California
$293K +$18.7K +176 +7%
UCM
1049
Up Capital Management
California
$292K +$290K +2,740 New
ZI
1050
ZEGA Investments
Florida
$292K +$12.1K +114 +4%
40 41
42
43 44