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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
401
Hudson Valley Investment Advisors
New York
$367K -$4.12K -101 -1%
VCM
402
Vivaldi Capital Management
Illinois
$362K +$352K +8,621 New
MFG
403
Merit Financial Group
Georgia
$353K +$343K +8,406 New
WP
404
WealthSource Partners
California
$352K -$29.8K -730 -8%
DCM
405
Donaldson Capital Management
Indiana
$349K +$339K +8,300 New
BI
406
Ballast Inc
Kentucky
$335K -$102K -2,510 -24%
CL
407
Choreo LLC
Illinois
$330K +$321K +7,860 New
EWA
408
Exencial Wealth Advisors
Oklahoma
$329K +$320K +7,837 New
EFG
409
Erickson Financial Group
Pennsylvania
$328K +$319K +7,815 New
CGFA
410
Colton Groome Financial Advisors
North Carolina
$326K -$1.75K -43 -0.6%
TIM
411
Thompson Investment Management
Wisconsin
$321K +$6.69K +164 +2%
IP
412
Investment Partners
Ohio
$318K -$19.6K -480 -6%
TCMP
413
Thrive Capital Management (Pennsylvania)
Pennsylvania
$318K +$32.9K +806 +12%
TCM
414
Tradewinds Capital Management
Washington
$318K +$41.4K +1,015 +15%
GIA
415
Gladstone Institutional Advisory
Florida
$313K – – –
CWM
416
Cahaba Wealth Management
Georgia
$299K +$1.84K +45 +0.6%
IFPL
417
Investments & Financial Planning LLC
Kentucky
$298K +$292K +7,156 New
SHJ
418
Sharkey, Howes & Javer
Colorado
$297K – – –
ST
419
Somerset Trust
Pennsylvania
$296K – – –
BSW
420
Buckingham Strategic Wealth
Missouri
$296K +$67.1K +1,644 +30%
GAM
421
Grandview Asset Management
Pennsylvania
$294K +$22.5K +551 +9%
CAGAS
422
Capital Advisory Group Advisory Services
Minnesota
$293K – – –
IA
423
IndexIQ Advisors
New York
$293K +$285K +6,991 New
GI
424
Gradient Investments
Minnesota
$292K -$59.2K -1,451 -17%
AR
425
Apeiron RIA
Texas
$288K +$280K +6,851 New
15 16
17
18 19