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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
401
Towerpoint Wealth
California
$880K -$4.59K -106 -0.5%
GFG
402
Greystone Financial Group
Michigan
$878K +$921K +21,269 New
AWAU
403
Alliance Wealth Advisors (Utah)
Utah
$863K +$59.2K +1,367 +7%
RA
404
RFG Advisory
Alabama
$855K +$897K +20,719 New
CA
405
Centerpoint Advisors
Massachusetts
$848K – – –
SCM
406
Spring Capital Management
Texas
$841K – – –
HCM
407
Hengehold Capital Management
Ohio
$826K +$31.9K +736 +4%
CRC
408
Curi RMB Capital
Illinois
$823K -$131K -3,033 -13%
AA
409
Altman Advisors
Illinois
$813K +$854K +19,711 New
CAAM
410
Cornerstone Advisors Asset Management
Pennsylvania
$803K +$843K +19,468 New
JWCA
411
J.W. Cole Advisors
Florida
$794K +$27.6K +637 +3%
SF
412
Safeguard Financial
Wisconsin
$776K -$25K -578 -3%
CFB
413
Cullen/Frost Bankers
Texas
$771K +$809K +18,680 New
GSIAS
414
Garden State Investment Advisory Services
New Jersey
$770K +$8.66K +200 +1%
WPW
415
Waldron Private Wealth
Pennsylvania
$769K – – –
ACM
416
Advisors Capital Management
New Jersey
$768K +$12.6K +291 +2%
RFC
417
Regions Financial Corp
Alabama
$764K -$8.14K -188 -1%
BWM
418
BCGM Wealth Management
Indiana
$759K +$63.7K +1,470 +9%
LNC
419
Lincoln National Corp
Pennsylvania
$759K -$570K -13,168 -42%
AC
420
AIFG Consultants
New York
$755K -$11.4K -263 -1%
AAS
421
Ameritas Advisory Services
Nebraska
$755K +$445K +10,265 +127%
CAL
422
Capital Analysts LLC
Pennsylvania
$754K +$75.6K +1,746 +11%
FW
423
FirstPurpose Wealth
Utah
$752K +$68.7K +1,587 +10%
WA
424
Wealthstream Advisors
New York
$747K -$14.6K -337 -2%
LBC
425
Lowe Brockenbrough & Co
Virginia
$742K – – –
15 16
17
18 19