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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1076
Phillips Financial Management
Indiana
$271K – – –
BBHC
1077
Brown Brothers Harriman & Co
New York
$271K +$210K +1,983 +357%
PGFC
1078
Peapack-Gladstone Financial Corp
New Jersey
$270K -$242K -2,281 -47%
DWS
1079
Discipline Wealth Solutions
South Carolina
$269K +$5.83K +55 +2%
PE
1080
PCM Encore
Colorado
$269K +$267K +2,517 New
RIL
1081
Rothschild Investment LLC
Illinois
$268K +$52.3K +493 +24%
MAM
1082
Mainsail Asset Management
Alabama
$268K – – –
JF
1083
Joule Financial
Kentucky
$268K -$8.48K -80 -3%
SMC
1084
Smith, Moore & Co
Missouri
$268K -$10.4K -98 -4%
SWGC
1085
Summit Wealth Group (Colorado)
Colorado
$267K -$3.37M -31,754 -93%
MW
1086
Marrick Wealth
California
$266K +$264K +2,492 New
GB
1087
Goepper Burkhardt
South Carolina
$266K +$264K +2,490 New
BL
1088
Balentine LLC
Georgia
$265K -$255K -2,402 -49%
TCM
1089
Traynor Capital Management
Pennsylvania
$263K +$262K +2,469 New
CWMK
1090
Caliber Wealth Management (Kansas)
Kansas
$261K -$212 -2 -0.1%
GWANC
1091
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K +$258K +2,436 New
SWMP
1092
Signature Wealth Management Partners
New Jersey
$259K – – –
BTI
1093
Blue Trust Inc
Georgia
$259K -$8.8K -83 -3%
JFGIW
1094
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$257K -$30.7K -290 -11%
SLC
1095
Second Line Capital
Louisiana
$257K +$17.4K +164 +7%
BWP
1096
Bernardo Wealth Planning
Pennsylvania
$256K +$16.2K +153 +7%
ATC
1097
Argent Trust Co
Tennessee
$256K – – –
RBFC
1098
Roman Butler Fullerton & Co
Missouri
$253K -$10.9K -103 -4%
PCA
1099
Purkiss Capital Advisors
Connecticut
$251K +$16K +151 +7%
EWM
1100
Elevation Wealth Management
Minnesota
$251K +$249K +2,352 New
42 43
44
45 46