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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$35K +$33.6K +930 New
HFM
402
Hartford Financial Management
Connecticut
$30K +$28.5K +789 New
BW
403
Bison Wealth
Georgia
$29K – – –
M
404
MOTCO
Texas
$29K – – –
TRCT
405
Tower Research Capital (TRC)
New York
$27K -$39.4K -1,089 -61%
CHC
406
City Holding Co
West Virginia
$27K – – –
JAWM
407
J. Arnold Wealth Management
Ohio
$26K +$145 +4 +0.6%
ACA
408
Atlas Capital Advisors
Wyoming
$23.5K – – –
VFA
409
Valeo Financial Advisors
Indiana
$20K -$30.7K -848 -61%
ATC
410
Adirondack Trust Company
New York
$19K – – –
RWB
411
RMR Wealth Builders
New Jersey
$18K +$17.3K +478 New
ACA
412
Aptus Capital Advisors
Alabama
$17K – – –
SCA
413
Stonebridge Capital Advisors
Minnesota
$16K +$15.5K +428 New
GT
414
Glenmede Trust
Pennsylvania
$16K +$15.8K +437 New
AWM
415
Atticus Wealth Management
Florida
$15K – – –
TWM
416
Tradition Wealth Management
Minnesota
$12K – – –
CAL
417
Capital Advisors Ltd
Ohio
$10K – – –
DA
418
DCM Advisors
New York
$10K – – –
CAL
419
Capital Analysts LLC
Pennsylvania
$8K -$475K -13,140 -99%
TFS
420
TrustCore Financial Services
Tennessee
$8K +$7.45K +206 New
BFC
421
Bedel Financial Consulting
Indiana
$7K +$72 +2 +1%
1WM
422
1900 Wealth Management
Texas
$5.27K -$65.4K -1,808 -1%
LWM
423
Liberty Wealth Management
California
$5K – – –
HFA
424
Hoover Financial Advisors
Pennsylvania
$5K +$4.16K +115 New
WWM
425
Wolff Wiese Magana
California
$4K +$3.36K +93 New
15 16
17
18 19