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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
151
Higgins & Schmidt Wealth Strategies
Colorado
$20.9M +$103K +1,294 +0.5%
SIG
152
Sargent Investment Group
Maryland
$20M +$6.26M +78,312 +48%
WAM
153
WFA Asset Management
Wisconsin
$19.4M -$930K -11,639 -5%
CWA
154
Choice Wealth Advisors
Maine
$19.3M -$224K -2,805 -1%
WMR
155
Wealth Management Resources
Rhode Island
$19.2M +$935K +11,703 +5%
HA
156
Hofer & Associates
California
$19.1M -$77.7K -972 -0.4%
VPP
157
Vertex Planning Partners
Illinois
$19.1M +$217K +2,710 +1%
GVAG
158
Great Valley Advisor Group
Delaware
$19M +$449K +5,621 +3%
FHC
159
First Heartland Consultants
Missouri
$18.9M +$498K +6,234 +3%
GIA
160
Gladstone Institutional Advisory
Florida
$18.8M +$13.9M +173,920 +330%
GM
161
GeoWealth Management
Illinois
$18.7M +$11.8M +147,012 +187%
HWM
162
Horizon Wealth Management
Illinois
$18.6M +$455K +5,690 +3%
TFCP
163
Twin Focus Capital Partners
Massachusetts
$18.5M +$542K +6,777 +3%
PCIA
164
Prime Capital Investment Advisors
Kansas
$18.4M -$205K -2,561 -1%
MWM
165
Modern Wealth Management
Kansas
$18.1M +$694K +8,686 +4%
KA
166
Kozak & Associates
Colorado
$18M -$713K -8,916 -4%
BWM
167
Boyd Wealth Management
California
$18M +$4.26M +53,285 +33%
PRI
168
Prepared Retirement Institute
Pennsylvania
$17.8M +$204K +2,556 +1%
VC
169
Vicus Capital
Pennsylvania
$17.6M -$762K -9,535 -4%
SCTC
170
Sanibel Captiva Trust Company
Florida
$17.5M -$69.3K -867 -0.4%
NL
171
Navalign LLC
California
$17.4M -$454K -5,681 -3%
HPC
172
Hobart Private Capital
North Carolina
$17.2M +$225K +2,818 +1%
DI
173
Diligent Investors
California
$17.1M -$429K -5,369 -3%
CWM
174
CarsonAllaria Wealth Management
Illinois
$17M -$721K -9,024 -4%
DWM
175
Dakota Wealth Management
Florida
$17M +$955K +11,950 +6%
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