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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
351
Cedar Wealth Management
California
$691K +$250K +6,585 +49%
LJAC
352
L.J. Altfest & Co
New York
$671K +$3.11K +82 +0.4%
LBC
353
Lowe Brockenbrough & Co
Virginia
$666K -$162K -4,260 -18%
WA
354
Wealthstream Advisors
New York
$665K +$12.1K +320 +2%
ASN
355
Advisory Services Network
Georgia
$662K -$1.23M -32,470 -63%
ACM
356
Advance Capital Management
Michigan
$652K +$241K +6,351 +51%
MCC
357
Money Concepts Capital
Florida
$651K +$34.6K +912 +5%
SCM
358
Spring Capital Management
Texas
$646K +$711K +18,740 New
SF
359
Safeguard Financial
Wisconsin
$643K +$7.44K +196 +1%
WPW
360
Waldron Private Wealth
Pennsylvania
$642K – – –
MA
361
Mutual Advisors
Nebraska
$638K +$355K +9,355 +102%
CRC
362
Curi RMB Capital
Illinois
$636K +$700K +18,442 New
AC
363
AWM Capital
Arizona
$626K +$3.6K +95 +0.6%
IFG
364
Independent Financial Group
California
$623K +$199K +5,242 +41%
IHWM
365
Iron Horse Wealth Management
Iowa
$615K -$286K -7,526 -30%
WWA
366
WCG Wealth Advisors
Nevada
$611K -$336K -8,844 -33%
RFN
367
Redwood Financial Network
Ohio
$606K +$26.5K +698 +4%
GT
368
Greenleaf Trust
Michigan
$605K -$1.33K -35 -0.2%
CL
369
COWA LLC
Oklahoma
$593K -$8.38K -221 -1%
BF
370
BOK Financial
Oklahoma
$575K -$140K -3,690 -18%
DA
371
Detalus Advisors
Missouri
$572K – – –
PMG
372
ProVise Management Group
Florida
$566K +$4.36K +115 +0.7%
PWM
373
Perigon Wealth Management
California
$566K +$26.2K +691 +4%
MIAS
374
Mason Investment Advisory Services
Virginia
$564K – – –
WSWA
375
Warren Street Wealth Advisors
California
$562K -$13.9K -366 -2%
13 14
15
16 17