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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
376
Mason Investment Advisory Services
Virginia
$564K – – –
WSWA
377
Warren Street Wealth Advisors
California
$562K -$13.9K -366 -2%
MAWCM
378
Mine & Arao Wealth Creation & Management
California
$555K +$1.63K +43 +0.3%
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$547K +$129K +3,387 +27%
CP
380
Castleview Partners
Texas
$542K +$596K +15,714 +196,425%
AA
381
Argent Advisors
Louisiana
$539K – – –
KOC
382
Koss-Olinger Consulting
Florida
$539K – – –
RFC
383
Regions Financial Corp
Alabama
$538K -$82.8K -2,183 -12%
LWM
384
Laidlaw Wealth Management
New York
$536K +$80.2K +2,114 +16%
MP
385
McDonald Partners
Ohio
$534K -$3K -79 -0.5%
PA
386
PSI Advisors
Florida
$530K +$571K +15,048 +4,934%
GIA
387
Gladstone Institutional Advisory
Florida
$528K +$105K +2,773 +22%
CB
388
Community Bank
New York
$522K +$12.5K +330 +2%
MFT
389
Moisand Fitzgerald Tamayo
Florida
$518K -$77.4K -2,039 -12%
CAGAS
390
Capital Advisory Group Advisory Services
Minnesota
$514K +$66.4K +1,751 +13%
BL
391
Balentine LLC
Georgia
$510K +$561K +14,790 New
FNBOO
392
First National Bank of Omaha
Nebraska
$505K +$28.9K +763 +5%
CC
393
Callan Capital
California
$502K +$552K +14,545 New
LIA
394
LBMC Investment Advisors
Tennessee
$490K +$539K +14,210 New
APA
395
American Portfolios Advisors
New York
$489K -$28.2K -744 -5%
TI
396
Trexquant Investment
Connecticut
$484K +$248K +6,527 +87%
SCA
397
Snowden Capital Advisors
New York
$483K -$908K -23,933 -63%
IA
398
Inspire Advisors
Idaho
$482K +$49.6K +1,307 +10%
SMA
399
Sage Mountain Advisors
Georgia
$481K -$3.26K -86 -0.6%
CT
400
Caldwell Trust
Florida
$479K +$531 +14 +0.1%
14 15
16
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