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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
151
Simplicity Wealth
New Jersey
$8.93M -$5.46M -83,889 -38%
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$8.92M -$150K -2,299 -2%
GM
153
GeoWealth Management
Illinois
$8.35M -$3.65M -56,034 -31%
PPWM
154
PFG Private Wealth Management
Florida
$8.31M -$10.1M -155,286 -55%
TW
155
Transform Wealth
Colorado
$7.82M -$781K -12,002 -9%
VC
156
Vicus Capital
Pennsylvania
$7.66M +$369K +5,675 +5%
GG
157
GenWealth Group
New Jersey
$7.61M +$635K +9,758 +9%
SFG
158
StrategIQ Financial Group
Indiana
$7.57M +$196K +3,006 +3%
CSPAM
159
Cary Street Partners Asset Management
Virginia
$7.49M +$254K +3,902 +4%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$7.46M +$544K +8,359 +8%
PFS
161
Prospera Financial Services
Texas
$7.41M +$6.36M +97,731 +687%
WFPG
162
Waller Financial Planning Group
Ohio
$7.41M +$157K +2,409 +2%
FCMT
163
Founders Capital Management (Texas)
Texas
$7.38M – – –
FIM
164
Freedom Investment Management
Connecticut
$7.34M -$719K -11,049 -9%
CWP
165
Concord Wealth Partners
Virginia
$7.27M +$3.8M +58,384 +114%
TFA
166
Tobias Financial Advisors
Florida
$7.22M +$7.09M +109,002 New
LTL
167
Lowery Thomas LLC
California
$7.2M -$334K -5,128 -5%
ACA
168
Affinity Capital Advisors
California
$7.09M -$1.66M -25,566 -19%
FC
169
Financial Council
Maryland
$7M +$541K +8,309 +9%
GWM
170
Geneos Wealth Management
Colorado
$6.75M +$402K +6,185 +6%
HG
171
Harbor Group
New Hampshire
$6.57M +$152K +2,341 +2%
OC
172
Oarsman Capital
Wisconsin
$6.56M +$384K +5,908 +6%
CWM
173
Cordatus Wealth Management
Pennsylvania
$6.51M +$6.4M +98,318 New
RZH
174
Relyea Zuckerberg Hanson
Connecticut
$6.45M -$40.8K -627 -0.6%
GP
175
Girard Partners
Pennsylvania
$6.43M -$609K -9,355 -9%
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