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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Catalyst Wealth Management
Georgia
$729K -$43.5K -1,073 -6%
JWCA
402
J.W. Cole Advisors
Florida
$726K +$102K +2,515 +16%
GT
403
Greenleaf Trust
Michigan
$715K – – –
6F
404
626 Financial
Michigan
$711K -$75.4K -1,860 -10%
SFS
405
Sowell Financial Services
Arkansas
$708K -$650K -16,032 -48%
PC
406
Permanens Capital
New York
$707K -$192K -4,736 -21%
LF
407
Lantz Financial
Illinois
$704K -$13.3K -329 -2%
SCI
408
Stableford Capital II
Arizona
$702K +$732K +18,056 New
TPWM
409
Twelve Points Wealth Management
Massachusetts
$681K +$92.9K +2,294 +16%
MAWCM
410
Mine & Arao Wealth Creation & Management
California
$681K +$35.5K +877 +6%
WPC
411
White Pine Capital
Minnesota
$671K +$326K +8,050 +95%
MIAS
412
Mason Investment Advisory Services
Virginia
$666K – – –
BWM
413
BCGM Wealth Management
Indiana
$657K +$34.1K +841 +5%
TFCP
414
Twin Focus Capital Partners
Massachusetts
$656K +$40.5K +1,000 +7%
WAM
415
Wallington Asset Management
Indiana
$650K +$83.1K +2,050 +15%
CP
416
Castleview Partners
Texas
$649K +$3.48K +86 +0.5%
AA
417
Argent Advisors
Louisiana
$637K – – –
BL
418
Balentine LLC
Georgia
$634K -$122K -3,001 -16%
CL
419
COWA LLC
Oklahoma
$630K -$12.2K -300 -2%
FFA
420
Fragasso Financial Advisors
Pennsylvania
$626K -$10.1K -250 -2%
CAL
421
Capital Analysts LLC
Pennsylvania
$619K -$31.3K -772 -5%
PWA
422
Peterson Wealth Advisors
Utah
$618K -$401K -9,885 -39%
EWA
423
EP Wealth Advisors
California
$609K +$446K +10,998 New
MP
424
McDonald Partners
Ohio
$603K -$5.92K -146 -1%
AC
425
AIFG Consultants
New York
$597K -$27.7K -684 -4%
15 16
17
18 19