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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
251
Intergy Private Wealth
Colorado
$5.98M -$13.9K -284 -0.2%
RIM
252
Redwood Investment Management
Arizona
$5.88M -$21.6M -441,851 -79%
IA
253
IFP Advisors
Florida
$5.83M +$5.23K +107 +0.1%
IP
254
Ignite Planners
California
$5.81M +$397K +8,128 +7%
SA
255
Scarborough Advisors
Maryland
$5.77M +$426K +8,716 +8%
UCFA
256
United Capital Financial Advisors
Texas
$5.76M -$194K -3,960 -3%
GM
257
GeoWealth Management
Illinois
$5.76M +$5.66M +115,812 +4,860%
PFG
258
PAX Financial Group
Texas
$5.73M +$30.5K +624 +0.5%
JWCA
259
J.W. Cole Advisors
Florida
$5.69M -$67.7K -1,386 -1%
SP
260
Stonebrook Private
Michigan
$5.53M +$3.76M +77,009 +212%
CSWG
261
Cardinal Strategic Wealth Guidance
Kentucky
$5.46M +$1.01M +20,707 +23%
DWM
262
Denver Wealth Management
Colorado
$5.44M -$57K -1,166 -1%
OAM
263
Occidental Asset Management
California
$5.36M -$397K -8,127 -7%
IA
264
IFG Advisory
Georgia
$5.36M +$356K +7,283 +7%
SWA
265
SOA Wealth Advisors
New York
$5.33M +$4.78M +97,727 +847%
PFG
266
Pacific Financial Group
Washington
$5.3M -$420K -8,593 -7%
TCWM
267
Total Clarity Wealth Management
Illinois
$5.21M +$641K +13,117 +14%
GWP
268
Gateway Wealth Partners
Wisconsin
$5.08M +$868K +17,750 +21%
NC
269
NewSquare Capital
Pennsylvania
$5M +$111K +2,279 +2%
AWA
270
Arete Wealth Advisors
Illinois
$4.98M -$550K -11,252 -10%
CAM
271
Cobblestone Asset Management
Virginia
$4.87M -$227K -4,650 -4%
ATWA
272
Arbor Trust Wealth Advisors
Michigan
$4.86M +$547K +11,199 +13%
SAM
273
Smithbridge Asset Management
Pennsylvania
$4.83M -$5.52K -113 -0.1%
JFG
274
JDM Financial Group
Texas
$4.82M +$90.7K +1,856 +2%
CAM
275
Cozad Asset Management
Illinois
$4.77M +$16.4K +336 +0.3%
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