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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SLC
1076
Second Line Capital
Louisiana
$319K +$22.5K +197 +8%
SAG
1077
SageView Advisory Group
California
$319K -$6.97K -61 -2%
M
1078
MATAURO
New York
$319K -$63.8K -558 -17%
MWM
1079
Maltin Wealth Management
New Jersey
$317K +$343 +3 +0.1%
BOSSRA
1080
B.O.S.S. Retirement Advisors
Utah
$317K +$25.2K +220 +9%
BZWA
1081
Blue Zone Wealth Advisors
California
$317K -$4.57K -40 -1%
LI
1082
LRI Investments
Florida
$315K – – –
VBA
1083
von Borstel & Associates
Oregon
$313K – – –
IG
1084
IFS Group
Pennsylvania
$313K -$161K -1,405 -35%
SMC
1085
Smith, Moore & Co
Missouri
$311K +$5.83K +51 +2%
WLIM
1086
White Lighthouse Investment Management
Massachusetts
$311K -$10.1K -88 -3%
FFW
1087
Fusion Family Wealth
New York
$310K – – –
NG
1088
Novem Group
New York
$307K -$13.5K -118 -4%
AG
1089
AmeriFlex Group
Nevada
$306K +$216K +1,893 +278%
FCFC
1090
First Citizens Financial Corp
Iowa
$306K – – –
CCWP
1091
Cedar Cove Wealth Partners
Minnesota
$303K +$291K +2,543 New
PFM
1092
Phillips Financial Management
Indiana
$302K – – –
LBC
1093
Lane Brothers & Co
Arizona
$302K +$229 +2 +0.1%
SIA
1094
Serenity Investment Advisors
Illinois
$300K – – –
CA
1095
Capital Advantage
California
$296K +$285K +2,489 New
BBHC
1096
Brown Brothers Harriman & Co
New York
$295K +$343 +3 +0.1%
GB
1097
Goepper Burkhardt
South Carolina
$294K – – –
CWMK
1098
Caliber Wealth Management (Kansas)
Kansas
$293K +$1.72K +15 +0.6%
MAM
1099
Mainsail Asset Management
Alabama
$292K – – –
CT
1100
Colonial Trust
South Carolina
$291K – – –
42 43
44
45 46