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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
376
Ellevest Inc
New York
$442K +$82 +2 +0%
LAS
377
Lloyd Advisory Services
Georgia
$439K +$19.9K +487 +5%
MSAM
378
Moloney Securities Asset Management
Missouri
$437K +$1.14K +28 +0.3%
APA
379
American Portfolios Advisors
New York
$437K +$34K +832 +9%
HSG
380
Helen Stephens Group
Texas
$436K +$424K +10,389 New
WSTAM
381
Wilbanks Smith & Thomas Asset Management
Virginia
$424K +$75K +1,838 +22%
FPOC
382
Financial Planners of Cleveland
Ohio
$419K +$434K +10,643 New
SB
383
Strategic Blueprint
Georgia
$418K +$107K +2,620 +36%
FWM
384
Focused Wealth Management
New York
$407K +$1.06K +26 +0.3%
BBNA
385
Bremer Bank National Association
Minnesota
$402K – – –
QPWM
386
Quadrant Private Wealth Management
Pennsylvania
$401K +$151K +3,699 +63%
AO
387
Advisor OS
Illinois
$400K +$5.31K +130 +1%
AWM
388
Axxcess Wealth Management
California
$400K +$389K +9,520 New
IA
389
Inspire Advisors
Idaho
$396K +$385K +9,436 New
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$389K -$67.4K -1,650 -15%
GEA
391
Glen Eagle Advisors
New Jersey
$383K +$20.3K +497 +6%
AFP
392
Ausdal Financial Partners
Iowa
$380K +$85.4K +2,091 +30%
MCM
393
MAI Capital Management
Ohio
$376K -$130K -3,184 -26%
MA
394
Mutual Advisors
Nebraska
$376K +$245 +6 +0.1%
CIC
395
Carnegie Investment Counsel
Ohio
$373K – – –
FAM
396
Formidable Asset Management
Ohio
$373K +$363K +8,890 New
CS
397
Credit Suisse
Switzerland
$370K +$360K +8,812 New
SIA
398
Soltis Investment Advisors
Utah
$369K +$10.8K +264 +3%
HVIA
399
Hudson Valley Investment Advisors
New York
$367K -$4.12K -101 -1%
VCM
400
Vivaldi Capital Management
Illinois
$362K +$352K +8,621 New
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16
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