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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
301
Sterling Group Wealth Management
California
$5.57M -$429K -7,970 -7%
HFW
302
Horizon Family Wealth
Illinois
$5.45M +$15.3K +285 +0.3%
BAM
303
Belpointe Asset Management
Nevada
$5.44M +$162K +3,014 +3%
FCA
304
Fortis Capital Advisors
Kansas
$5.44M +$162K +3,014 +3%
JFA
305
JNBA Financial Advisors
Minnesota
$5.43M -$235K -4,356 -4%
SWP
306
SIMA Wealth Partners
Virginia
$5.33M +$121K +2,239 +2%
AMG
307
Asset Management Group
Connecticut
$5.21M -$70.9K -1,317 -1%
PWA
308
Phoenix Wealth Advisors
North Carolina
$5.19M -$614K -11,402 -11%
S
309
SharpePoint
Arizona
$5.18M -$193K -3,584 -4%
JWCA
310
J.W. Cole Advisors
Florida
$5.16M +$746K +13,855 +17%
RFS
311
Retirement Financial Solutions
Tennessee
$5.14M +$755K +14,014 +18%
UCFA
312
United Capital Financial Advisors
Texas
$5.13M -$34.3K -637 -0.7%
CI
313
Ceera Investments
Texas
$5.11M +$1.17M +21,661 +31%
TW
314
TritonPoint Wealth
Maryland
$5.05M -$107K -1,994 -2%
SP
315
Stonebrook Private
Michigan
$5.04M +$3.29M +61,059 +203%
AAS
316
Asset Allocation Strategies
Michigan
$5.02M -$1.25M -23,155 -20%
SL
317
Salomon & Ludwin
Virginia
$4.96M +$520K +9,656 +12%
PA
318
PFG Advisors
Arizona
$4.88M +$727K +13,504 +18%
CWA
319
Clarus Wealth Advisors
Arizona
$4.79M -$123K -2,285 -3%
P
320
&Partners
Tennessee
$4.77M +$148K +2,744 +3%
PFG
321
Pacific Financial Group
Washington
$4.72M -$128K -2,386 -3%
RBWA
322
RFG - Bristol Wealth Advisors
Massachusetts
$4.71M +$108 +2 +0%
CFG
323
Citizens Financial Group
Rhode Island
$4.68M -$28.4K -528 -0.6%
MW
324
Members Wealth
Pennsylvania
$4.66M +$4.52M +84,020 New
GSWM
325
Golden State Wealth Management
California
$4.62M +$118K +2,197 +3%
11 12
13
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