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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1026
Sage Rhino Capital
California
$271K – – –
SIM
1027
Stratos Investment Management
Ohio
$270K +$75.5K +725 +36%
CIC
1028
Cutler Investment Counsel
Oregon
$270K – – –
GSC
1029
Ground Swell Capital
South Carolina
$270K +$287K +2,756 New
BA
1030
Ballast Advisors
Minnesota
$270K -$2.29K -22 -0.8%
IWC
1031
Infinity Wealth Counsel
Ohio
$269K – – –
UCM
1032
Up Capital Management
California
$269K +$417 +4 +0.1%
SAG
1033
SageView Advisory Group
California
$268K -$16.7K -160 -6%
ZWA
1034
Zinnia Wealth Advisory
Florida
$268K -$32.3K -310 -10%
GFG
1035
Grantvest Financial Group
New Jersey
$267K -$36.7K -352 -11%
SG
1036
StoneX Group
New York
$267K -$3.75K -36 -1%
RCI
1037
RS Crum Inc
California
$267K – – –
CIAS
1038
Capital Investment Advisory Services
North Carolina
$266K -$79K -759 -22%
TCWM
1039
Total Clarity Wealth Management
Illinois
$266K -$73.5K -706 -21%
BZWA
1040
Blue Zone Wealth Advisors
California
$265K – – –
WB
1041
WesBanco Bank
West Virginia
$264K +$254K +2,436 New
WLIM
1042
White Lighthouse Investment Management
Massachusetts
$264K +$4.17K +40 +2%
NG
1043
Novem Group
New York
$264K -$24.3K -233 -8%
FPW
1044
Fairvoy Private Wealth
Alabama
$264K – – –
GI
1045
GAMMA Investing
California
$264K +$14.3K +137 +5%
ML
1046
MLP3 LLC
New Jersey
$264K +$66.8K +641 +31%
MWM
1047
Maltin Wealth Management
New Jersey
$261K -$25.6K -246 -8%
LI
1048
LRI Investments
Florida
$259K – – –
FWP
1049
Falcon Wealth Planning
California
$259K -$11K -106 -4%
VBA
1050
von Borstel & Associates
Oregon
$257K +$104 +1 +0%
40 41
42
43 44