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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
376
Howard Wealth Management
Connecticut
$1.01M -$48.1K -1,165 -5%
AC
377
Apella Capital
Connecticut
$1M +$960K +23,250 New
CRC
378
Curi RMB Capital
Illinois
$992K – – –
IHWM
379
Iron Horse Wealth Management
Iowa
$990K -$71.1K -1,721 -7%
CWMGP
380
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$984K +$93.2K +2,256 +11%
FF
381
Friedenthal Financial
New Jersey
$979K +$935K +22,653 New
SPC
382
Sigma Planning Corp
Michigan
$970K -$229K -5,546 -20%
SFA
383
Sequoia Financial Advisors
Ohio
$968K -$55.9K -1,353 -6%
CSPAM
384
Cary Street Partners Asset Management
Virginia
$961K -$20.2K -490 -2%
ACM
385
Advance Capital Management
Michigan
$953K -$95.6K -2,315 -9%
OC
386
Oarsman Capital
Wisconsin
$949K -$246K -5,959 -21%
TFA
387
Tobias Financial Advisors
Florida
$942K -$8.38K -203 -0.9%
9WM
388
9258 Wealth Management
Ohio
$930K +$9.62K +233 +1%
PC
389
Permanens Capital
New York
$928K +$171K +4,134 +24%
TW
390
Towerpoint Wealth
California
$926K -$5K -121 -0.6%
MA
391
Mutual Advisors
Nebraska
$919K -$2.85K -69 -0.3%
DPI
392
Diversified Portfolios Inc
Michigan
$905K +$20.6K +500 +2%
CA
393
Centerpoint Advisors
Massachusetts
$888K -$11.1K -268 -1%
SCM
394
Spring Capital Management
Texas
$881K – – –
SFC
395
Strategic Financial Concepts
Texas
$865K -$774K -18,739 -48%
TFG
396
Tilson Financial Group
New Jersey
$857K -$631K -15,288 -44%
AWAU
397
Alliance Wealth Advisors (Utah)
Utah
$845K +$2.97K +72 +0.4%
SF
398
Safeguard Financial
Wisconsin
$837K -$26.2K -635 -3%
HCM
399
Hengehold Capital Management
Ohio
$833K -$9.37K -227 -1%
MAM
400
MMA Asset Management
Pennsylvania
$827K +$790K +19,142 New
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16
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