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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
226
Empirical Wealth Management
Washington
$4.26M -$3.16M -73,034 -41%
PWG
227
Portside Wealth Group
Utah
$4.23M +$168K +3,888 +4%
WA
228
Waverly Advisors
Alabama
$4.17M -$117K -2,692 -3%
EE
229
EWG Elevate
California
$4.13M +$3.73M +86,010 +606%
WA
230
Win Advisors
Florida
$4.1M +$4.3M +99,282 New
SAM
231
Smithbridge Asset Management
Pennsylvania
$4.08M -$228K -5,267 -5%
B
232
Bridgeworth
Alabama
$4.06M -$518K -11,966 -11%
NC
233
NewSquare Capital
Pennsylvania
$4.03M +$15K +346 +0.4%
MA
234
MONECO Advisors
Connecticut
$4.03M +$1.88M +43,301 +80%
CAM
235
Cozad Asset Management
Illinois
$4.03M +$96.2K +2,221 +2%
HBT
236
Hills Bank & Trust
Iowa
$3.99M +$3.88M +89,682 +1,294%
TPSF
237
Texas Permanent School Fund
Texas
$3.95M – – –
MW
238
Marcum Wealth
Ohio
$3.84M -$257K -5,923 -6%
HFW
239
Horizon Family Wealth
Illinois
$3.84M +$109K +2,518 +3%
GFG
240
Goldstone Financial Group
Illinois
$3.83M +$346K +7,981 +9%
AMG
241
Asset Management Group
Connecticut
$3.81M +$166K +3,822 +4%
TDWM
242
Topel & Distasi Wealth Management
California
$3.78M – – –
JFG
243
JDM Financial Group
Texas
$3.72M +$8.19K +189 +0.2%
RIS
244
Retirement Income Solutions
Michigan
$3.72M -$358K -8,269 -8%
MWA
245
Motive Wealth Advisors
Michigan
$3.58M -$58.6K -1,353 -2%
MOS
246
MGO One Seven
Ohio
$3.57M +$3.4M +78,510 +970%
AFS
247
Annapolis Financial Services
Maryland
$3.56M -$55.8K -1,289 -1%
GEA
248
Glen Eagle Advisors
New Jersey
$3.55M +$8.23K +190 +0.2%
CWA
249
Centennial Wealth Advisory
Michigan
$3.54M +$226K +5,208 +6%
RFN
250
RDA Financial Network
Iowa
$3.54M +$229K +5,295 +7%
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