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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
251
Oppenheimer & Co
New York
$5.19M +$4.8M +111,388 New
CGFA
252
Colton Groome Financial Advisors
North Carolina
$5.15M -$264K -6,126 -5%
KAS
253
Kestra Advisory Services
Texas
$5.15M +$1.97M +45,636 +70%
WFPG
254
Waller Financial Planning Group
Ohio
$5.09M -$105K -2,426 -2%
OCBCO
255
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.08M +$129K +3,000 +3%
SA
256
Sunesis Advisors
Kansas
$5.07M – – –
MOS
257
MGO One Seven
Ohio
$5.06M +$943K +21,869 +25%
B
258
Bridgeworth
Alabama
$5.04M +$412K +9,544 +10%
PWG
259
Portside Wealth Group
Utah
$4.82M +$39.5K +917 +0.9%
GFG
260
Goldstone Financial Group
Illinois
$4.82M +$447K +10,373 +11%
WA
261
Waverly Advisors
Alabama
$4.79M +$70.6K +1,637 +2%
AWA
262
Arete Wealth Advisors
Illinois
$4.77M +$3.45M +80,049 +360%
IGWM
263
ICA Group Wealth Management
Colorado
$4.64M +$1.11M +25,724 +35%
NC
264
NewSquare Capital
Pennsylvania
$4.59M +$35.1K +815 +0.8%
SAM
265
Smithbridge Asset Management
Pennsylvania
$4.58M -$32.4K -751 -0.8%
IP
266
Ignite Planners
California
$4.5M +$780K +18,087 +23%
PWM
267
Partnership Wealth Management
Maryland
$4.49M +$4.14M +96,085 New
TPSF
268
Texas Permanent School Fund
Texas
$4.46M – – –
RIS
269
Retirement Income Solutions
Michigan
$4.46M +$240K +5,560 +6%
CAM
270
Cozad Asset Management
Illinois
$4.43M -$110K -2,549 -3%
CIA
271
Concurrent Investment Advisors
Florida
$4.33M +$4M +92,843 New
HFW
272
Horizon Family Wealth
Illinois
$4.31M -$29.6K -687 -0.7%
TDWM
273
Topel & Distasi Wealth Management
California
$4.28M – – –
MW
274
Marcum Wealth
Ohio
$4.28M -$64.5K -1,496 -2%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$4.25M -$541K -12,540 -12%
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