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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
201
Avestar Capital
New York
$12.8M -$925K -11,577 -7%
CF
202
Centaurus Financial
California
$12.7M -$435K -5,439 -3%
ORG
203
Optimist Retirement Group
Washington
$12.5M -$24.9K -312 -0.2%
DAS
204
Diversify Advisory Services
Utah
$12.4M +$2.13M +26,611 +22%
PC
205
Pecaut & Co
Iowa
$12M +$43.6K +546 +0.4%
CAL
206
Capital Analysts LLC
Pennsylvania
$12M -$670K -8,376 -5%
CWP
207
Concord Wealth Partners
Virginia
$11.9M -$605K -7,572 -5%
MFG
208
Magnus Financial Group
New York
$11.8M +$91.3K +1,142 +0.8%
NECFA
209
New England Capital Financial Advisors
Connecticut
$11.8M -$720K -9,009 -6%
FZCM
210
Flynn Zito Capital Management
New York
$11.5M +$19.3K +241 +0.2%
CWM
211
Cornerstone Wealth Management
Missouri
$11.5M +$74.8K +936 +0.7%
SF
212
Summit Financial
New Jersey
$11.5M +$1.97M +24,619 +22%
WANY
213
Wealthspire Advisors (New York)
New York
$11.5M -$779K -9,745 -7%
GFG
214
Goldstone Financial Group
Illinois
$11.4M +$946K +11,840 +9%
SP
215
Stonebrook Private
Michigan
$11.2M +$906K +11,338 +9%
FGC
216
Financial Gravity Companies
Texas
$11.1M +$10.7M +133,302 New
SFMG
217
Sage Financial Management Group
Virginia
$11M +$434K +5,427 +4%
OHIS
218
Oak Harvest Investment Services
Texas
$11M -$800K -10,006 -7%
PA
219
Probity Advisors
Texas
$10.7M +$659K +8,250 +7%
RWA
220
Rooted Wealth Advisors
Illinois
$10.7M +$1.71M +21,452 +20%
TFA
221
TPG Financial Advisors
Oregon
$10.7M +$305K +3,814 +3%
MPW
222
Melone Private Wealth
Michigan
$10.7M +$262K +3,281 +3%
ASN
223
Advisory Services Network
Georgia
$10.5M – – –
CAMV
224
Concord Asset Management (Virginia)
Virginia
$10.3M -$499K -6,244 -5%
AI
225
Atria Investments
North Carolina
$10.2M -$3.96M -49,489 -29%
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