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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
401
Wealthspire Advisors (New York)
New York
$2.42M +$994K +18,672 +65%
PIFP
402
Partners in Financial Planning
Virginia
$2.41M -$710K -13,346 -22%
BC
403
Burney Company
Virginia
$2.41M +$467K +8,776 +23%
KAS
404
KPP Advisory Services
Kentucky
$2.4M +$194K +3,651 +8%
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$2.37M +$547K +10,280 +28%
1SB
406
1ST Source Bank
Indiana
$2.37M -$6.44K -121 -0.3%
IA
407
Inspire Advisors
Idaho
$2.36M +$129K +2,432 +6%
FA
408
FF Advisors
California
$2.35M -$1.01M -19,060 -30%
WFA
409
Wells Financial Advisors
Massachusetts
$2.32M -$645K -12,131 -21%
WFP
410
Wrenne Financial Planning
Kentucky
$2.31M -$225K -4,223 -9%
WWM
411
WJ Wealth Management
Arizona
$2.31M -$54.7K -1,028 -2%
IJWM
412
Inman Jager Wealth Management
Mississippi
$2.31M +$2.41M +45,202 New
OWA
413
Opal Wealth Advisors
New York
$2.27M +$284K +5,338 +14%
TWP
414
Tower Wealth Partners
Pennsylvania
$2.26M -$49.8K -935 -2%
WAN
415
Wealth Advisors Northwest
Oregon
$2.26M +$2.35M +44,237 New
AA
416
ArborFi Advisors
Michigan
$2.26M +$2.35M +44,207 New
AF
417
Advisornet Financial
Minnesota
$2.24M +$143K +2,693 +7%
SA
418
Sunesis Advisors
Kansas
$2.21M – – –
USCWA
419
U.S. Capital Wealth Advisors
Texas
$2.19M -$90.3K -1,698 -4%
UAG
420
United Advisor Group
Ohio
$2.18M +$2.26M +42,564 New
SWM
421
Seaside Wealth Management
California
$2.18M -$129K -2,418 -5%
PA
422
PFG Advisors
Arizona
$2.17M -$307K -5,761 -12%
GL
423
Graypoint LLC
New York
$2.16M +$94.9K +1,784 +4%
FWMP
424
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.15M +$2.24M +42,082 New
EI
425
Ellevest Inc
New York
$2.15M -$1.53M -28,795 -41%
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