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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
351
Pacific Financial Group
Washington
– -$556K -15,915 Closed
SCM
352
Stonehearth Capital Management
Massachusetts
– -$531K -15,200 Closed
NRI
353
NFP Retirement Inc
California
– -$519K -14,905 Closed
NF
354
Nikulski Financial
Iowa
– -$473K -13,726 Closed
VBFP
355
Valtinson Bruner Financial Planning
Minnesota
– -$428K -12,296 Closed
TSS
356
Two Sigma Securities
New York
– -$357K -10,215 Closed
PWM
357
Paulson Wealth Management
Illinois
– -$341K -9,630 Closed
V
358
Veritable
Delaware
– -$334K -9,568 Closed
CCP
359
Corient Capital Partners
California
– -$330K -9,448 Closed
PFS
360
Prospera Financial Services
Texas
– -$315K -9,018 Closed
TC
361
Truvestments Capital
Florida
– -$296K -8,484 Closed
ICMP
362
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$283K -8,130 Closed
PG
363
Prostatis Group
Maryland
– -$276K -7,903 Closed
FMWA
364
Forvis Mazars Wealth Advisors
Missouri
– -$270K -7,741 Closed
BAM
365
Belpointe Asset Management
Nevada
– -$267K -7,669 Closed
JWCA
366
J.W. Cole Advisors
Florida
– -$254K -7,284 Closed
BWP
367
Bernardo Wealth Planning
Pennsylvania
– -$254K -7,279 Closed
TPA
368
Trivium Point Advisory
Connecticut
– -$251K -7,177 Closed
FI
369
Financial Insights
Washington
– -$244K -6,984 Closed
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
– -$243K -6,958 Closed
Creative Planning
371
Creative Planning
Kansas
– -$240K -6,888 Closed
WAM
372
Wallington Asset Management
Indiana
– -$237K -6,790 Closed
MWM
373
Meridian Wealth Management
Kentucky
– -$235K -6,733 Closed
AA
374
Alesco Advisors
New York
– -$232K -6,643 Closed
ZF
375
Zhang Financial
Michigan
– -$227K -6,438 Closed
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