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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
126
ERTS Wealth Advisors
Michigan
$35.1M +$146K +1,377 +0.4%
GWM
127
Geneos Wealth Management
Colorado
$34.9M +$774K +7,306 +2%
NA
128
NewEdge Advisors
Louisiana
$34.8M +$69.3K +654 +0.2%
LGW
129
Leslie Global Wealth
Illinois
$34.8M +$1.33M +12,565 +4%
GIA
130
Gladstone Institutional Advisory
Florida
$34.7M +$1.08M +10,201 +3%
AWA
131
Alta Wealth Advisors
Massachusetts
$34.7M +$328K +3,095 +1%
TCM
132
Tradewinds Capital Management
Washington
$33.8M +$31.6M +298,243 +1,588%
VCP
133
Verus Capital Partners
Arizona
$33.4M +$114K +1,077 +0.3%
CIA
134
Concurrent Investment Advisors
Florida
$33.3M +$1.13M +10,618 +4%
DA
135
Drake & Associates
Wisconsin
$33.1M +$2.7M +25,452 +9%
DAS
136
Diversify Advisory Services
Utah
$33M +$2.81M +26,512 +9%
KA
137
Kozak & Associates
Colorado
$32.9M -$234K -2,208 -0.7%
BWM
138
Buska Wealth Management
Wisconsin
$32.4M -$9.28M -87,583 -22%
SIG
139
Sargent Investment Group
Maryland
$31.8M +$9.69M +91,409 +44%
PCA
140
Prosperity Capital Advisors
Ohio
$31.6M +$6.22M +58,670 +25%
SF
141
Summit Financial
New Jersey
$30.1M +$3.37M +31,817 +13%
SF
142
Symphony Financial
Texas
$30M -$4.81M -45,391 -14%
ES
143
Eagle Strategies
New York
$29.5M -$393K -3,703 -1%
CI
144
CX Institutional
Indiana
$29.4M +$454K +4,286 +2%
BOPW
145
Brandywine Oak Private Wealth
Pennsylvania
$28.9M +$749K +7,067 +3%
CCFM
146
Clear Creek Financial Management
Washington
$28.6M +$281K +2,655 +1%
PS
147
Principal Securities
Iowa
$28.5M +$1.38M +12,984 +5%
AF
148
Abound Financial
California
$28.4M -$5.72M -53,932 -17%
QIM
149
Quest Investment Management
Oregon
$27.2M +$232K +2,191 +0.9%
BGC
150
Beutel, Goodman & Co
Ontario, Canada
$27M – – –
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