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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
151
Twin Focus Capital Partners
Massachusetts
$8.34M +$3.22M +61,900 +60%
CWM
152
CarsonAllaria Wealth Management
Illinois
$8.34M +$294K +5,644 +4%
SIG
153
Sargent Investment Group
Maryland
$8.34M +$702K +13,487 +9%
NECFA
154
New England Capital Financial Advisors
Connecticut
$8.32M +$8.3M +159,529 New
TCMP
155
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.3M -$446K -8,568 -5%
HG
156
Harbor Group
New Hampshire
$8.3M +$1.52M +29,194 +22%
MFA
157
Millington Financial Advisors
Illinois
$8.29M +$8.51M +163,510 New
AC
158
AIFG Consultants
New York
$8.18M +$8.4M +161,464 New
SA
159
Sunesis Advisors
Kansas
$8.1M – – –
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$7.99M +$1.14M +21,869 +16%
NC
161
NewSquare Capital
Pennsylvania
$7.95M -$290K -5,581 -3%
FAIM
162
Financial Advocates Investment Management
Washington
$7.85M +$2.09M +40,153 +35%
WI
163
WrapManager Inc
California
$7.82M -$421K -8,092 -5%
BWFA
164
Baltimore-Washington Financial Advisors
Maryland
$7.71M +$456K +8,756 +6%
MFG
165
Magnus Financial Group
New York
$7.66M +$7.86M +151,104 New
GLA
166
Good Life Advisors
Pennsylvania
$7.37M +$3.07M +58,934 +68%
GWM
167
Geneos Wealth Management
Colorado
$7.33M +$401K +7,713 +6%
BOPW
168
Brandywine Oak Private Wealth
Pennsylvania
$7.32M +$1.98M +37,994 +36%
LWMG
169
Levy Wealth Management Group
Pennsylvania
$7.22M +$200K +3,852 +3%
9WM
170
9258 Wealth Management
Ohio
$7.18M +$1.82M +35,046 +33%
FZCM
171
Flynn Zito Capital Management
New York
$7.17M +$759K +14,596 +12%
UCFA
172
United Capital Financial Advisors
Texas
$7.05M -$346K -6,650 -5%
NWM
173
NEIRG Wealth Management
Massachusetts
$7.04M -$669K -12,860 -8%
SFG
174
StrategIQ Financial Group
Indiana
$7.03M +$340K +6,538 +5%
MWM
175
McNaughton Wealth Management
California
$6.98M +$1.07M +20,644 +18%
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