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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
1051
RS Crum Inc
California
$291K +$106 +1 +0%
BZWA
1052
Blue Zone Wealth Advisors
California
$288K +$287K +2,703 New
FPW
1053
Fairvoy Private Wealth
Alabama
$287K – – –
CAM
1054
Clark Asset Management
New Hampshire
$286K +$3.29K +31 +1%
RFC
1055
Regions Financial Corp
Alabama
$285K +$39.9K +376 +16%
WLIM
1056
White Lighthouse Investment Management
Massachusetts
$284K -$3.6K -34 -1%
LI
1057
LRI Investments
Florida
$282K – – –
FWI
1058
Facet Wealth Inc
Maryland
$282K +$4.56K +43 +2%
OWP
1059
ORG Wealth Partners
Texas
$281K -$4.66K -44 -2%
SFS
1060
Sowell Financial Services
Arkansas
$281K -$93K -877 -25%
BFS
1061
Bradley Foster & Sargent
Connecticut
$280K +$26.6K +251 +11%
VBA
1062
von Borstel & Associates
Oregon
$280K +$106 +1 +0%
PFBT
1063
Parkside Financial Bank & Trust
Missouri
$280K – – –
FFW
1064
Fusion Family Wealth
New York
$278K – – –
EAM
1065
Evanson Asset Management
California
$278K – – –
TWM
1066
Trinity Wealth Management
Pennsylvania
$277K +$275K +2,595 New
GAG
1067
Goodman Advisory Group
Massachusetts
$274K -$20M -188,215 -99%
FCFC
1068
First Citizens Financial Corp
Iowa
$274K – – –
GWSG
1069
GPS Wealth Strategies Group
Colorado
$274K -$5.49M -51,780 -95%
ATPW
1070
Ashton Thomas Private Wealth
Arizona
$274K -$105K -990 -28%
CT
1071
Colonial Trust
South Carolina
$273K +$107K +1,011 +65%
GI
1072
GAMMA Investing
California
$273K – – –
PFM
1073
Phillips Financial Management
Indiana
$271K – – –
BBHC
1074
Brown Brothers Harriman & Co
New York
$271K +$210K +1,983 +357%
PGFC
1075
Peapack-Gladstone Financial Corp
New Jersey
$270K -$242K -2,281 -47%
41 42
43
44 45