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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$14M -$178K -2,386 -1%
WI
202
WrapManager Inc
California
$13.9M -$1.15M -15,354 -8%
OCM
203
One Capital Management
California
$13.9M +$976K +13,064 +8%
AI
204
Atria Investments
North Carolina
$13.9M +$242K +3,245 +2%
RFS
205
Retirement Financial Solutions
Tennessee
$13.6M +$1.07M +14,344 +9%
USCWA
206
U.S. Capital Wealth Advisors
Texas
$13.5M +$3.09M +41,434 +33%
AC
207
Avestar Capital
New York
$13.3M +$219K +2,932 +2%
BWM
208
Boyd Wealth Management
California
$13.1M -$7.19M -96,254 -37%
MWM
209
McNaughton Wealth Management
California
$13.1M -$339K -4,543 -3%
GIA
210
GHP Investment Advisors
Colorado
$13.1M -$40.6K -544 -0.3%
SIG
211
Sargent Investment Group
Maryland
$13M +$267K +3,579 +2%
NC
212
NewSquare Capital
Pennsylvania
$12.9M +$213K +2,850 +2%
T
213
Tidemark
California
$12.9M +$8.27M +110,706 +220%
CF
214
Centaurus Financial
California
$12.7M +$803K +10,758 +7%
FGAM
215
Financial Gravity Asset Management
Texas
$12.6M -$11.5M -153,494 -49%
CAL
216
Capital Analysts LLC
Pennsylvania
$12.3M +$688K +9,217 +6%
ORG
217
Optimist Retirement Group
Washington
$12.1M -$302K -4,050 -3%
NECFA
218
New England Capital Financial Advisors
Connecticut
$12.1M -$568K -7,607 -5%
CWP
219
Concord Wealth Partners
Virginia
$12.1M -$574K -7,688 -5%
WANY
220
Wealthspire Advisors (New York)
New York
$11.9M -$1.13M -15,141 -9%
IRC
221
Investors Research Corp
Georgia
$11.8M +$630K +8,437 +6%
PC
222
Pecaut & Co
Iowa
$11.5M +$181K +2,417 +2%
CIM
223
Confluence Investment Management
Missouri
$11.5M +$1.29M +17,327 +14%
OHIS
224
Oak Harvest Investment Services
Texas
$11.4M -$1.37M -18,400 -11%
MFG
225
Magnus Financial Group
New York
$11.3M +$58K +777 +0.6%
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9
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