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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$32.7M +$633K +7,247 +2%
EFL
102
ERn Financial LLC
Wisconsin
$32.7M -$597K -6,837 -2%
LGW
103
Leslie Global Wealth
Illinois
$32.4M +$2.69M +30,830 +8%
WCAMG
104
Woodard & Company Asset Management Group
North Carolina
$32.2M -$1.22M -14,002 -3%
SFP
105
Shepherd Financial Partners
Massachusetts
$32.1M +$31.7M +362,826 +977%
GWAG
106
Garrett Wealth Advisory Group
Texas
$32.1M +$1.31M +15,052 +4%
CF
107
Corebridge Financial
Texas
$31.2M +$19.5M +223,400 +136%
KFGK
108
Keystone Financial Group (Kentucky)
Kentucky
$30.4M -$562K -6,437 -2%
NB
109
Nicolet Bankshares
Wisconsin
$30.2M +$196K +2,250 +0.6%
WH
110
Whitcomb & Hess
Ohio
$29.9M -$411K -4,704 -1%
SFM
111
Signet Financial Management
New Jersey
$29.7M -$5.57M -63,820 -15%
IFPL
112
Investments & Financial Planning LLC
Kentucky
$29.7M -$321K -3,681 -1%
KPWS
113
Kestra Private Wealth Services
Texas
$29.2M +$1.09M +12,521 +4%
FAIM
114
Financial Advocates Investment Management
Washington
$28.9M -$1.13M -12,967 -3%
RA
115
Riversedge Advisors
Delaware
$28.9M -$286K -3,278 -0.9%
ACA
116
Aptus Capital Advisors
Alabama
$28.3M +$1.27M +14,591 +4%
DC
117
Destiny Capital
Colorado
$27.3M +$88.6K +1,015 +0.3%
TCM
118
Tradewinds Capital Management
Washington
$27.2M -$1.93M -22,082 -6%
SFG
119
Sunburst Financial Group
Alabama
$27.2M +$716K +8,202 +2%
CIM
120
Confluence Investment Management
Missouri
$27M +$11.5M +131,792 +64%
WWM
121
Western Wealth Management
Colorado
$26.8M +$2.96M +33,918 +11%
MD
122
Money Design
Japan
$26.8M +$6.63M +75,978 +30%
PCA
123
Prosperity Capital Advisors
Ohio
$26.8M -$3.62M -41,472 -11%
CFG
124
Citizens Financial Group
Rhode Island
$26.4M +$3.3M +37,853 +13%
NA
125
NewEdge Advisors
Louisiana
$26.4M +$478K +5,481 +2%
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