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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
376
Capital Investment Advisory Services
North Carolina
$2K -$48.7K -1,500 -97%
RIM
377
Rockbridge Investment Management
New York
$2K – – –
IA
378
IFS Advisors
Kansas
$2K +$2.5K +77 New
FP
379
Financial Perspectives
Minnesota
$1.81K +$32 +1 +2%
FCM
380
Firestone Capital Management
Florida
$1K – – –
DWM
381
Defined Wealth Management
Oregon
$1K +$487 +15 New
HI
382
Horizon Investments
North Carolina
– -$121M -3,999,745 Closed
BL
383
Balentine LLC
Georgia
– -$13M -429,249 Closed
SL
384
Systelligence LLC
Minnesota
– -$6.94M -229,741 Closed
PLU
385
Performa Ltd (US)
South Carolina
– -$4.32M -142,977 Closed
GB
386
Gunma Bank
Japan
– -$2.85M -94,500 Closed
PPA
387
Parametric Portfolio Associates
Washington
– -$2.78M -92,031 Closed
TI
388
tru Independence
Oregon
– -$2.33M -77,246 Closed
CBFP
389
Cedar Brook Financial Partners
Ohio
– -$857K -28,362 Closed
CAN
390
Cetera Advisor Networks
California
– -$586K -19,419 Closed
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$574K -19,000 Closed
DAS
392
Dynamic Advisor Solutions
Arizona
– -$441K -14,613 Closed
AFP
393
Ausdal Financial Partners
Iowa
– -$330K -10,916 Closed
FHC
394
First Heartland Consultants
Missouri
– -$265K -8,768 Closed
HIA
395
Harbor Investment Advisory
Maryland
– -$245K -8,111 Closed
AAS
396
Avantax Advisory Services
Texas
– -$234K -7,750 Closed
KA
397
Kovack Advisors
Florida
– -$211K -7,000 Closed
WAM
398
Wallington Asset Management
Indiana
– -$202K -6,700 Closed
WP
399
WealthShield Partners
North Carolina
– -$131K -4,336 Closed
BWM
400
BerganKDV Wealth Management
Minnesota
– -$51K -1,693 Closed
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