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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
126
Jackson Wealth Management
Florida
$7.31M -$231K -4,402 -3%
VC
127
Vicus Capital
Pennsylvania
$7.2M -$79K -1,503 -1%
RIS
128
Retirement Income Solutions
Michigan
$7.15M +$415K +7,900 +7%
LIA
129
Luken Investment Analytics
Tennessee
$7.08M +$6.73M +128,090 New
SCM
130
Southport Capital Management
Tennessee
$7.01M +$606K +11,539 +10%
GP
131
Girard Partners
Pennsylvania
$6.7M -$268K -5,097 -4%
BB
132
Berkshire Bank
Massachusetts
$6.68M +$43.3K +823 +0.7%
KWM
133
Kingsview Wealth Management
Oregon
$6.67M -$91.7K -1,744 -1%
ADIM
134
Alpha DNA Investment Management
Maryland
$6.64M +$6.31M +120,151 New
DWM
135
Doyle Wealth Management
Florida
$6.64M +$819K +15,578 +15%
FIM
136
Freedom Investment Management
Connecticut
$6.3M +$65.9K +1,254 +1%
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$6.2M +$2.4M +45,650 +69%
OAM
138
Occidental Asset Management
California
$5.91M +$1.99M +37,907 +55%
CCFM
139
Clear Creek Financial Management
Washington
$5.91M +$5.61M +106,809 New
RZH
140
Relyea Zuckerberg Hanson
Connecticut
$5.75M +$23.6K +450 +0.4%
KAS
141
Kestra Advisory Services
Texas
$5.69M +$1.08M +20,646 +25%
LWMG
142
Levy Wealth Management Group
Pennsylvania
$5.69M +$5.41M +102,901 New
MSAM
143
Moloney Securities Asset Management
Missouri
$5.66M +$559K +10,633 +12%
AWM
144
Avior Wealth Management
Nebraska
$5.65M -$874K -16,628 -14%
WFPG
145
Waller Financial Planning Group
Ohio
$5.63M -$825K -15,706 -13%
SFG
146
StrategIQ Financial Group
Indiana
$5.59M +$487K +9,264 +10%
ACM
147
Advisors Capital Management
New Jersey
$5.56M +$4.84M +92,119 +1,083%
SCA
148
Snowden Capital Advisors
New York
$5.43M +$245K +4,660 +5%
FCMT
149
Founders Capital Management (Texas)
Texas
$5.38M +$5.12M +97,355 New
NEIRG
150
New England Investment & Retirement Group
Massachusetts
$5.18M -$217K -4,130 -4%
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