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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1301
Barrett & Company
Rhode Island
$47K – – –
WG
1302
Wellington Group
Indiana
$46.5K – – –
IAAG
1303
Innovative Asset Advisors Group
Connecticut
$45.8K – – –
IF
1304
Integrity Financial
Wyoming
$45.6K +$43.9K +384 New
CWP
1305
Clark Wealth Partners
Illinois
$41.5K +$39.9K +349 New
SIC
1306
SJS Investment Consulting
Ohio
$40.3K – – –
CFM
1307
Cornerstone Financial Management
Massachusetts
$38.2K +$36.7K +321 New
APW
1308
Atlantic Private Wealth
North Carolina
$37.1K – – –
WWM
1309
Wolff Wiese Magana
California
$36.5K – – –
MCA
1310
McGuire Capital Advisors
Oklahoma
$35.8K +$20.9K +183 +155%
LBC
1311
Lowe Brockenbrough & Co
Virginia
$35.7K – – –
SMBT
1312
Southern Michigan Bank & Trust
Michigan
$35.7K – – –
BL
1313
BFSG LLC
California
$35.7K +$13.3K +116 +63%
HIA
1314
Harbor Investment Advisory
Maryland
$35.3K – – –
TAP
1315
Tounjian Advisory Partners
Florida
$34.4K +$33K +289 New
HPC
1316
HM Payson & Co
Maine
$34.3K – – –
PRAG
1317
Portfolio Resources Advisor Group
Florida
$32.5K – – –
FLP
1318
Financial Life Planners
Arizona
$32.3K – – –
VWM
1319
Vermillion Wealth Management
Minnesota
$32.2K +$114 +1 +0.4%
SWA
1320
SOA Wealth Advisors
New York
$31.7K +$30.4K +266 New
NA
1321
Networth Advisors
Pennsylvania
$30.9K +$9.15K +80 +44%
DF
1322
Downshift Financial
Colorado
$30.8K +$29.6K +259 New
KFAS
1323
Keating Financial Advisory Services
Kansas
$29.7K – – –
MMG
1324
Monetary Management Group
Missouri
$29.7K +$28.6K +250 New
TWD
1325
True Wealth Design
Ohio
$29.4K – – –
51 52
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