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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
326
Soltis Investment Advisors
Utah
$303K +$290K +8,006 New
WAM
327
Wallington Asset Management
Indiana
$301K +$287K +7,950 New
EWA
328
Exencial Wealth Advisors
Oklahoma
$294K +$1.45K +40 +0.5%
GEA
329
Glen Eagle Advisors
New Jersey
$283K -$1.7K -47 -0.6%
GIA
330
Gladstone Institutional Advisory
Florida
$283K +$270K +7,463 New
CAG
331
Csenge Advisory Group
Florida
$276K +$259K +7,155 New
MCM
332
MAI Capital Management
Ohio
$270K – – –
SHJ
333
Sharkey, Howes & Javer
Colorado
$268K -$24.9K -688 -9%
EI
334
Ellevest Inc
New York
$268K +$9.22K +255 +4%
CWM
335
Cahaba Wealth Management
Georgia
$265K +$1.63K +45 +0.6%
CAN
336
Cetera Advisor Networks
California
$259K +$247K +6,830 New
SAM
337
SignalPoint Asset Management
Missouri
$257K -$19.7K -544 -7%
BCA
338
Biltmore Capital Advisors
New Jersey
$253K +$242K +6,686 New
FTS
339
Fifth Third Securities
Ohio
$251K +$239K +6,602 New
TIM
340
Thompson Investment Management
Wisconsin
$250K +$238K +6,587 New
GC
341
Grimes & Company
Massachusetts
$247K +$4.38K +121 +2%
HVIA
342
Hudson Valley Investment Advisors
New York
$247K +$18.7K +517 +9%
FFN
343
Focus Financial Network
Minnesota
$246K +$235K +6,498 New
SDAM
344
Shulman DeMeo Asset Management
New York
$242K -$398 -11 -0.2%
IP
345
Investment Partners
Ohio
$242K +$231K +6,392 New
PAG
346
Pinnacle Advisory Group
Maryland
$241K +$230K +6,366 New
BA
347
Bridge Advisory
California
$236K -$1.06M -29,365 -82%
BI
348
Berkeley Inc
Idaho
$231K – – –
JFGIW
349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K +$220K +6,089 New
DCM
350
Donaldson Capital Management
Indiana
$227K +$217K +6,000 New
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