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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
326
SVB Wealth
Massachusetts
$735K -$164M -4,016,263 -100%
ATPW
327
Ashton Thomas Private Wealth
Arizona
$705K +$85.4K +2,093 +14%
WA
328
Wambolt & Associates
Colorado
$691K +$111K +2,712 +20%
MIAS
329
Mason Investment Advisory Services
Virginia
$687K – – –
MAWCM
330
Mine & Arao Wealth Creation & Management
California
$687K +$30.6K +750 +5%
LNC
331
Lincoln National Corp
Pennsylvania
$684K +$7.63K +187 +1%
DA
332
Detalus Advisors
Missouri
$682K – – –
YIH
333
Y-Intercept (HK)
Hong Kong
$669K +$650K +15,929 New
AAS
334
Ameritas Advisory Services
Nebraska
$666K +$647K +15,854 New
AA
335
Argent Advisors
Louisiana
$657K – – –
GLA
336
Good Life Advisors
Pennsylvania
$655K +$180K +4,416 +39%
DHGWA
337
Dixon Hughes Goodman Wealth Advisors
North Carolina
$640K +$622K +15,239 New
SL
338
Salomon & Ludwin
Virginia
$625K +$68.9K +1,687 +13%
CA
339
Cetera Advisors
Colorado
$618K +$70.9K +1,738 +13%
KOC
340
Koss-Olinger Consulting
Florida
$613K +$5.96K +146 +1%
PC
341
Permanens Capital
New York
$607K +$56.6K +1,386 +11%
AWA
342
Arkadios Wealth Advisors
Georgia
$604K +$549K +13,460 +1,471%
CA
343
Clearstead Advisors
Ohio
$601K +$210K +5,143 +56%
RFA
344
Reilly Financial Advisors
California
$593K -$57.2K -1,401 -9%
SMA
345
Sage Mountain Advisors
Georgia
$589K -$10.8K -265 -2%
CS
346
Capital Square
Tennessee
$575K +$2.78K +68 +0.5%
APWA
347
Atlas Private Wealth Advisors
New Jersey
$573K +$106K +2,592 +23%
MCC
348
Money Concepts Capital
Florida
$565K +$549K +13,461 New
BMD
349
Better Money Decisions
New Mexico
$562K -$15.3K -375 -3%
TSWM
350
Tyler-Stone Wealth Management
Ohio
$559K +$543K +13,300 New
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14
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