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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Clearstead Advisors
Ohio
$41K – – –
NFG
352
Next Financial Group
Texas
$32K – – –
SIS
353
Sound Income Strategies
Florida
$30K +$162 +5 +0.6%
BW
354
Bison Wealth
Georgia
$27K – – –
M
355
MOTCO
Texas
$27K – – –
CDIA
356
Capital Directions Investment Advisors
Georgia
$25K – – –
CHC
357
City Holding Co
West Virginia
$24K +$22.9K +705 New
JAWM
358
J. Arnold Wealth Management
Ohio
$23K +$130 +4 +0.6%
ACA
359
Atlas Capital Advisors
Wyoming
$21.4K +$20.2K +621 New
CAGAS
360
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
RWA
361
Ropes Wealth Advisors
Massachusetts
$17K +$16.2K +500 New
ATC
362
Adirondack Trust Company
New York
$17K +$16.6K +510 New
ACA
363
Aptus Capital Advisors
Alabama
$15K +$6.34K +195 +78%
AWM
364
Atticus Wealth Management
Florida
$14K – – –
FHA
365
First Horizon Advisors
Tennessee
$11K +$1.66K +51 +19%
TWM
366
Tradition Wealth Management
Minnesota
$11K +$10.1K +312 New
CAL
367
Capital Advisors Ltd
Ohio
$9K – – –
DA
368
DCM Advisors
New York
$9K +$8.68K +267 New
S
369
SignatureFD
Georgia
$8K -$9.03K -278 -54%
JCM
370
Jacobi Capital Management
Pennsylvania
$6K – – –
MF
371
Manchester Financial
California
$6K – – –
BFC
372
Bedel Financial Consulting
Indiana
$6K +$32 +1 +0.6%
LWM
373
Liberty Wealth Management
California
$5K +$4.87K +150 New
OIM
374
Oder Investment Management
California
$4K +$3.7K +114 New
SIAG
375
Safeguard Investment Advisory Group
California
$4K +$4.71K +145 New
13 14
15
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