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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
401
Clark Capital Management Group
Pennsylvania
$815K -$2.09M -50,685 -73%
RFC
402
Regions Financial Corp
Alabama
$808K -$57.8K -1,399 -7%
WPW
403
Waldron Private Wealth
Pennsylvania
$805K – – –
JWCA
404
J.W. Cole Advisors
Florida
$804K +$32.1K +777 +4%
AC
405
AWM Capital
Arizona
$802K -$1.13M -27,383 -60%
AC
406
AIFG Consultants
New York
$802K +$161K +3,907 +27%
MCC
407
Money Concepts Capital
Florida
$800K +$765K +18,519 New
GSIAS
408
Garden State Investment Advisory Services
New Jersey
$798K -$97.6K -2,364 -11%
WA
409
Wealthstream Advisors
New York
$797K +$2.93K +71 +0.4%
V
410
Veritable
Delaware
$793K -$394K -9,550 -34%
ACM
411
Advisors Capital Management
New Jersey
$791K – – –
LBC
412
Lowe Brockenbrough & Co
Virginia
$777K – – –
VWA
413
V Wealth Advisors
Kansas
$774K -$3.8K -92 -0.5%
WAM
414
Wallington Asset Management
Indiana
$773K +$79.3K +1,920 +12%
GT
415
Greenleaf Trust
Michigan
$758K – – –
GS
416
GTS Securities
Florida
$739K +$706K +17,101 New
TCA
417
Transcend Capital Advisors
New Jersey
$737K +$126K +3,062 +22%
SAG
418
SageView Advisory Group
California
$733K +$423K +10,252 +152%
BWM
419
BCGM Wealth Management
Indiana
$731K +$32K +776 +5%
APWA
420
Atlas Private Wealth Advisors
New Jersey
$728K +$324K +7,838 +87%
MAWCM
421
Mine & Arao Wealth Creation & Management
California
$724K +$1.4K +34 +0.2%
WPC
422
White Pine Capital
Minnesota
$720K +$7.35K +178 +1%
FW
423
FirstPurpose Wealth
Utah
$719K +$105K +2,534 +18%
CAL
424
Capital Analysts LLC
Pennsylvania
$714K +$55.1K +1,335 +9%
MIAS
425
Mason Investment Advisory Services
Virginia
$707K – – –
15 16
17
18 19