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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1351
Beacon Investment Advisory Services
New Jersey
$20K – – –
HIMS
1352
Hager Investment Management Services
New Hampshire
$19.2K – – –
EWM
1353
Evolution Wealth Management
Florida
$18.6K -$88.8K -777 -83%
MSG
1354
Main Street Group
Virginia
$18.4K – – –
AA
1355
Addison Advisors
Vermont
$18.1K -$4.69K -41 -21%
ITIM
1356
Indiana Trust & Investment Management
Indiana
$17.5K -$14.6K -128 -47%
SHIM
1357
Stone House Investment Management
Pennsylvania
$17.1K – – –
MSFP
1358
Mark Sheptoff Financial Planning
Connecticut
$16.4K – – –
NRG
1359
Nemes Rush Group
Michigan
$16.2K – – –
SWIM
1360
Smallwood Wealth Investment Management
New Jersey
$16.2K – – –
RG
1361
RHL Group
Michigan
$16.1K – – –
IW
1362
Imprint Wealth
South Carolina
$15.5K – – –
BC
1363
Burnham & Co
Michigan
$15.5K +$14.9K +130 New
PGAM
1364
Princeton Global Asset Management
New Jersey
$14.9K – – –
VWA
1365
Valued Wealth Advisors
Utah
$14.8K +$114 +1 +0.8%
PCFFS
1366
Pacific Center for Financial Services
California
$14.5K – – –
WAG
1367
Wilkerson Advisory Group
Missouri
$14.4K – – –
MAM
1368
Morse Asset Management
Connecticut
$13.9K – – –
CCMI
1369
Creative Capital Management Investments
California
$12.5K – – –
FP
1370
Financial Perspectives
Minnesota
$12K -$6.52K -57 -36%
B
1371
Bayban
Minnesota
$11.1K -$9.83K -86 -48%
NB
1372
NBT Bank
New York
$10.9K – – –
BFPW
1373
BOK Financial Private Wealth
Colorado
$10.8K – – –
BIM
1374
Breakwater Investment Management
Washington
$10.5K – – –
CPBTD
1375
Central Pacific Bank - Trust Division
Hawaii
$10.2K – – –
53 54
55
56 57