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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
Stonehearth Capital Management
Massachusetts
– -$531K -15,200 Closed
NRI
352
NFP Retirement Inc
California
– -$519K -14,905 Closed
NF
353
Nikulski Financial
Iowa
– -$473K -13,726 Closed
VBFP
354
Valtinson Bruner Financial Planning
Minnesota
– -$428K -12,296 Closed
TSS
355
Two Sigma Securities
New York
– -$357K -10,215 Closed
PWM
356
Paulson Wealth Management
Illinois
– -$341K -9,630 Closed
V
357
Veritable
Delaware
– -$334K -9,568 Closed
CCP
358
Corient Capital Partners
California
– -$330K -9,448 Closed
PFS
359
Prospera Financial Services
Texas
– -$315K -9,018 Closed
TC
360
Truvestments Capital
Florida
– -$296K -8,484 Closed
ICMP
361
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$283K -8,130 Closed
PG
362
Prostatis Group
Maryland
– -$276K -7,903 Closed
FMWA
363
Forvis Mazars Wealth Advisors
Missouri
– -$270K -7,741 Closed
BAM
364
Belpointe Asset Management
Nevada
– -$267K -7,669 Closed
JWCA
365
J.W. Cole Advisors
Florida
– -$254K -7,284 Closed
BWP
366
Bernardo Wealth Planning
Pennsylvania
– -$254K -7,279 Closed
TPA
367
Trivium Point Advisory
Connecticut
– -$251K -7,177 Closed
FI
368
Financial Insights
Washington
– -$244K -6,984 Closed
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
– -$243K -6,958 Closed
Creative Planning
370
Creative Planning
Kansas
– -$240K -6,888 Closed
WAM
371
Wallington Asset Management
Indiana
– -$237K -6,790 Closed
MWM
372
Meridian Wealth Management
Kentucky
– -$235K -6,733 Closed
AA
373
Alesco Advisors
New York
– -$232K -6,643 Closed
ZF
374
Zhang Financial
Michigan
– -$227K -6,438 Closed
SCM
375
Smith Capital Management
Arkansas
– -$222K -6,345 Closed
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