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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$15.3M +$27.6K +448 +0.2%
CWM
152
CCG Wealth Management
California
$15.3M -$1.65M -26,787 -10%
VPP
153
Vertex Planning Partners
Illinois
$15.2M +$13.6M +220,117 +1,645%
FHC
154
First Heartland Consultants
Missouri
$14.9M +$200K +3,249 +1%
NL
155
Navalign LLC
California
$14.8M +$456K +7,394 +3%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$14.8M +$981K +15,900 +8%
HA
157
Hofer & Associates
California
$14.7M +$99.5K +1,614 +0.7%
SF
158
Symphony Financial
Texas
$14.7M -$5.89M -95,480 -30%
SCTC
159
Sanibel Captiva Trust Company
Florida
$14.6M +$13.9M +224,737 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$14.3M +$1.39M +22,465 +11%
GVAG
161
Great Valley Advisor Group
Delaware
$14.3M -$483K -7,837 -3%
WMR
162
Wealth Management Resources
Rhode Island
$14.3M +$3.22M +52,180 +31%
BOPW
163
Brandywine Oak Private Wealth
Pennsylvania
$14.2M +$602K +9,770 +5%
DI
164
Diligent Investors
California
$14M -$636K -10,311 -5%
CIC
165
Carnegie Investment Counsel
Ohio
$13.9M -$117K -1,895 -0.9%
VC
166
Vicus Capital
Pennsylvania
$13.5M -$618K -10,016 -5%
SFA
167
Sequoia Financial Advisors
Ohio
$13.4M +$1.57M +25,465 +14%
WFA
168
Wells Financial Advisors
Massachusetts
$13.1M -$63.1K -1,024 -0.5%
DI
169
DFPG Investments
Utah
$13M +$751K +12,172 +6%
OL
170
Optas LLC
Texas
$12.9M -$7.54M -122,338 -38%
HFS
171
Horizon Financial Services
North Carolina
$12.8M -$363K -5,881 -3%
PCIA
172
Prime Capital Investment Advisors
Kansas
$12.5M +$455K +7,382 +4%
TFA
173
TPG Financial Advisors
Oregon
$12.5M +$156K +2,523 +1%
CIA
174
Concurrent Investment Advisors
Florida
$12.5M +$11.8M +191,737 New
PRI
175
Prepared Retirement Institute
Pennsylvania
$12.3M +$11.7M +189,539 New
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7
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