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State Street SPDR Portfolio S&P 500 Value ETF
SPYV
SPYV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCWA
226
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$340K | -10,935 | Closed |
|
|
SMC
227
Smith, Moore & Co
Clayton,
Missouri
| – | -$317K | -10,193 | Closed |
|
|
AP
228
Advisor Partners
Walnut Creek,
California
| – | -$278K | -8,949 | Closed |
|
|
OCM
229
One Capital Management
Westlake Village,
California
| – | -$214K | -6,886 | Closed |
|
|
BAM
230
Belpointe Asset Management
Reno,
Nevada
| – | -$163K | -5,244 | Closed |
|
|
ADL
231
Asset Dedication LLC
San Francisco,
California
| – | -$23K | -737 | Closed |
|
|
KJWM
232
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$15K | -484 | Closed |
|
|
GP
233
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$7K | -250 | Closed |
|
|
WC
234
Whitney & Co
Rochester,
New York
| – | -$6K | -185 | Closed |
|
235
JP Morgan Chase
New York
| – | -$5K | -172 | Closed |
|
|
APP
236
Avantax Planning Partners
Dubuque,
Iowa
| – | -$5K | -168 | Closed |
|