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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
401
Graypoint LLC
New York
$1.38M – – –
MWM
402
MBE Wealth Management
Wisconsin
$1.37M +$1.27M +29,348 New
BMD
403
Better Money Decisions
New Mexico
$1.37M +$97.8K +2,267 +8%
RFN
404
Redwood Financial Network
Ohio
$1.35M +$6.25K +145 +0.5%
HI
405
Harbour Investments
Wisconsin
$1.34M +$37.9K +879 +3%
OWA
406
Octavia Wealth Advisors
Ohio
$1.31M +$1.21M +28,151 New
CFS
407
Commonwealth Financial Services
West Virginia
$1.31M -$56.2K -1,302 -4%
AF
408
Advisornet Financial
Minnesota
$1.31M +$198K +4,594 +20%
SMA
409
Seven Mile Advisory
New Jersey
$1.3M – – –
EWA
410
EP Wealth Advisors
California
$1.3M +$1.2M +27,910 New
WC
411
Waterloo Capital
Texas
$1.3M +$920K +21,321 +324%
LTL
412
Lowery Thomas LLC
California
$1.28M -$110K -2,551 -8%
FIC
413
FCG Investment Company
Tennessee
$1.28M +$1.18M +27,405 New
RW
414
REDW Wealth
New Mexico
$1.28M +$86 +2 +0%
EMAM
415
Encompass More Asset Management
California
$1.27M +$1.17M +27,152 New
NFC
416
Northeast Financial Consultants
Connecticut
$1.25M -$1.57M -36,339 -58%
CAG
417
Csenge Advisory Group
Florida
$1.25M +$800K +18,551 +226%
CAM
418
Cresset Asset Management
Illinois
$1.21M -$10.3K -239 -0.9%
OIA
419
OneDigital Investment Advisors
Kansas
$1.21M -$475K -11,003 -30%
IHWM
420
Iron Horse Wealth Management
Iowa
$1.2M -$17.8K -412 -2%
AWM
421
Aprio Wealth Management
Georgia
$1.18M -$25.1K -582 -2%
CP
422
Castleview Partners
Texas
$1.16M +$396K +9,177 +59%
NCFG
423
New Century Financial Group
New Jersey
$1.15M +$1.07M +24,705 New
TFCP
424
Twin Focus Capital Partners
Massachusetts
$1.15M +$54.2K +1,257 +5%
WANY
425
Wealthspire Advisors (New York)
New York
$1.15M +$673K +15,595 +172%
15 16
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