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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
251
Denver Wealth Management
Colorado
$5.65M +$5.37M +112,681 New
IP
252
Ignite Planners
California
$5.54M +$736K +15,444 +16%
PWG
253
Portside Wealth Group
Utah
$5.52M +$319K +6,697 +6%
SI
254
Stephens Inc
Arkansas
$5.52M +$1.38M +28,898 +36%
SA
255
Scarborough Advisors
Maryland
$5.49M +$5.23M +109,597 New
SA
256
Sunesis Advisors
Kansas
$5.45M – – –
TC
257
Trilogy Capital
California
$5.42M +$2.49M +52,221 +93%
CIA
258
Concurrent Investment Advisors
Florida
$5.29M +$607K +12,732 +14%
CAM
259
Cobblestone Asset Management
Virginia
$5.24M +$4.99M +104,639 New
IA
260
IFG Advisory
Georgia
$5.15M -$1.65M -34,563 -25%
NC
261
NewSquare Capital
Pennsylvania
$5.03M +$88.4K +1,855 +2%
OCBCO
262
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.02M -$417K -8,751 -8%
SAM
263
Smithbridge Asset Management
Pennsylvania
$4.97M +$51.3K +1,077 +1%
CAM
264
Cozad Asset Management
Illinois
$4.89M +$123K +2,590 +3%
JFG
265
JDM Financial Group
Texas
$4.86M +$361K +7,581 +8%
PWM
266
Partnership Wealth Management
Maryland
$4.85M +$35.4K +742 +0.8%
TFA
267
Tranquilli Financial Advisor
New Jersey
$4.82M -$1.51M -31,718 -25%
TPSF
268
Texas Permanent School Fund
Texas
$4.8M – – –
TCWM
269
Total Clarity Wealth Management
Illinois
$4.7M +$853K +17,883 +24%
HFW
270
Horizon Family Wealth
Illinois
$4.69M +$52.8K +1,107 +1%
TC
271
TAGStone Capital
North Carolina
$4.68M +$296K +6,199 +7%
PBF
272
Petix & Botte Financial
California
$4.66M +$4.43M +92,958 New
RIS
273
Retirement Income Solutions
Michigan
$4.63M -$150K -3,150 -3%
IGWM
274
ICA Group Wealth Management
Colorado
$4.62M -$352K -7,374 -7%
TDWM
275
Topel & Distasi Wealth Management
California
$4.59M – – –
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