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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
251
Trilogy Capital
California
$8.27M +$325K +6,510 +4%
QC
252
Quent Capital
New York
$8.27M -$276K -5,528 -3%
LWP
253
Laurel Wealth Planning
Minnesota
$8.2M +$270K +5,396 +4%
AWS
254
Atria Wealth Solutions
New York
$8.19M -$971K -19,439 -11%
FFA
255
Farther Finance Advisors
California
$8.11M +$1.44M +28,851 +23%
1WM
256
1900 Wealth Management
Texas
$8.06M -$10.4K -208 -0.1%
KFI
257
Key Financial Inc
Pennsylvania
$8.04M +$575K +11,514 +8%
AFTS
258
American Financial & Tax Strategies
New York
$7.88M +$113K +2,253 +2%
LA
259
Lynch & Associates
Indiana
$7.88M +$143K +2,862 +2%
TF
260
TME Financial
California
$7.77M +$427K +8,542 +6%
PFG
261
PAX Financial Group
Texas
$7.76M -$591K -11,819 -7%
UFA
262
Uptown Financial Advisors
Texas
$7.44M +$634K +12,686 +10%
IWN
263
Independent Wealth Network
Iowa
$7.37M +$234K +4,679 +3%
PWM
264
Partnership Wealth Management
Maryland
$7.27M +$61.1K +1,223 +0.9%
RCWM
265
Red Crane Wealth Management
California
$7.26M +$198K +3,968 +3%
MWA
266
Motive Wealth Advisors
Michigan
$7.25M +$1.44M +28,820 +26%
VVP
267
Venture Visionary Partners
Ohio
$7.11M +$280K +5,610 +4%
SWA
268
Stratos Wealth Advisors
Ohio
$7.1M +$43.6K +872 +0.6%
DWM
269
Denver Wealth Management
Colorado
$7.09M -$157K -3,133 -2%
CWMS
270
Cannon Wealth Management Services
North Carolina
$7.08M +$9.1K +182 +0.1%
IP
271
Ignite Planners
California
$7.07M +$242K +4,836 +4%
AFA
272
AA Financial Advisors
Ohio
$7.07M -$351K -7,020 -5%
IFG
273
Independent Financial Group
California
$7.03M +$2.88M +57,656 +75%
B
274
Bensler
Washington
$7.01M +$381K +7,621 +6%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$6.97M +$551K +11,028 +9%
9 10
11
12 13