We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Dakota Wealth Management
Florida
$33.7M -$2.15M -21,566 -6%
AWA
127
Alta Wealth Advisors
Massachusetts
$33.6M +$2.95M +29,634 +10%
HSWS
128
Higgins & Schmidt Wealth Strategies
Colorado
$33.6M -$704K -7,072 -2%
AF
129
Abound Financial
California
$33.5M -$227K -2,277 -0.7%
GWM
130
Geneos Wealth Management
Colorado
$33.4M -$35.9K -360 -0.1%
GIA
131
Gladstone Institutional Advisory
Florida
$32.9M -$621K -6,231 -2%
LGW
132
Leslie Global Wealth
Illinois
$32.8M -$7.88M -79,078 -20%
VCP
133
Verus Capital Partners
Arizona
$32.6M -$361K -3,629 -1%
WMR
134
Wealth Management Resources
Rhode Island
$32M +$374K +3,755 +1%
KA
135
Kozak & Associates
Colorado
$32M -$1.29M -12,994 -4%
CIA
136
Concurrent Investment Advisors
Florida
$31.5M +$1.7M +17,079 +6%
CIM
137
Confluence Investment Management
Missouri
$30.7M +$2.06M +20,709 +8%
DA
138
Drake & Associates
Wisconsin
$30.5M +$966K +9,702 +4%
DAS
139
Diversify Advisory Services
Utah
$30.5M +$1.64M +16,481 +6%
MW
140
Marks Wealth
Maryland
$29.7M -$14M -140,694 -33%
ES
141
Eagle Strategies
New York
$29.3M +$563K +5,654 +2%
CI
142
CX Institutional
Indiana
$28.3M -$7.45M -74,785 -22%
CCFM
143
Clear Creek Financial Management
Washington
$27.8M +$3.09M +31,040 +13%
BOPW
144
Brandywine Oak Private Wealth
Pennsylvania
$27.6M -$96.5K -969 -0.4%
BCM
145
Brookstone Capital Management
Illinois
$26.7M -$1.75M -17,593 -6%
PS
146
Principal Securities
Iowa
$26.6M +$2.66M +26,756 +12%
QIM
147
Quest Investment Management
Oregon
$26.4M -$1.66M -16,679 -6%
BGC
148
Beutel, Goodman & Co
Ontario, Canada
$26.4M -$1.87M -18,765 -7%
SF
149
Summit Financial
New Jersey
$26.1M +$1.51M +15,122 +6%
SA
150
Sanctuary Advisors
Indiana
$26.1M +$1.51M +15,194 +6%
4 5
6
7 8