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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
401
Vertex Planning Partners
Illinois
$3.16M +$48.2K +831 +2%
AIM
402
Advyzon Investment Management
Illinois
$3.16M +$931K +16,050 +40%
PA
403
PSI Advisors
Florida
$3.15M +$637K +10,984 +25%
PWM
404
Partnership Wealth Management
Maryland
$3.14M -$5.13M -88,368 -61%
WFS
405
WealthGarden F.S.
California
$3.14M -$428K -7,386 -12%
PA
406
Prism Advisors
California
$3.12M – – –
AWP
407
Axis Wealth Partners
Rhode Island
$3.11M +$174K +2,996 +6%
TDWM
408
Topel & Distasi Wealth Management
California
$3.08M -$977K -16,843 -24%
PWM
409
Perigon Wealth Management
California
$3.07M -$425K -7,328 -12%
EWA
410
EP Wealth Advisors
California
$3.05M -$1.39M -23,925 -31%
RMAM
411
Raab & Moskowitz Asset Management
New Jersey
$3.05M -$29.3K -505 -0.9%
KFGK
412
Keystone Financial Group (Kentucky)
Kentucky
$3.05M -$34.3K -592 -1%
WCM
413
WealthTrak Capital Management
Virginia
$3.04M -$943K -16,254 -23%
GFPC
414
Global Financial Private Client
Florida
$3.02M -$21.9K -377 -0.7%
FFA
415
Florida Financial Advisors
Florida
$3.01M +$621K +10,705 +25%
EWM
416
Empirical Wealth Management
Washington
$3.01M +$497K +8,573 +19%
CWM
417
Copia Wealth Management
Oregon
$3.01M -$1.01M -17,367 -25%
BMWS
418
Brady Martz Wealth Solutions
North Dakota
$2.99M +$52.8K +911 +2%
FCH
419
Freestone Capital Holdings
Washington
$2.99M -$1.4M -24,127 -31%
AAS
420
Ameritas Advisory Services
Nebraska
$2.95M -$670K -11,547 -18%
CWM
421
Cordatus Wealth Management
Pennsylvania
$2.95M -$1.57K -27 -0.1%
ACA
422
Affinity Capital Advisors
California
$2.94M +$914K +15,748 +44%
TFA
423
Tranquilli Financial Advisor
New Jersey
$2.92M -$332K -5,731 -10%
DFG
424
Demars Financial Group
Washington
$2.9M +$73.8K +1,273 +3%
YWM
425
Yukon Wealth Management
Kansas
$2.81M -$64.4K -1,110 -2%
15 16
17
18 19