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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
426
Lowe Brockenbrough & Co
Virginia
$742K – – –
CFGS
427
Concourse Financial Group Securities
Alabama
$732K -$981K -22,659 -56%
SAG
428
SageView Advisory Group
California
$725K +$26.3K +607 +4%
GT
429
Greenleaf Trust
Michigan
$724K – – –
TCA
430
Transcend Capital Advisors
New Jersey
$704K – – –
MCC
431
Money Concepts Capital
Florida
$689K -$78.5K -1,813 -10%
MAWCM
432
Mine & Arao Wealth Creation & Management
California
$688K -$2.94K -68 -0.4%
WPC
433
White Pine Capital
Minnesota
$688K – – –
MIAS
434
Mason Investment Advisory Services
Virginia
$675K – – –
TFG
435
Tilson Financial Group
New Jersey
$673K -$153K -3,536 -18%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$671K +$615K +14,201 +686%
6F
437
626 Financial
Michigan
$669K – – –
STA
438
Summit Trail Advisors
New York
$664K -$598K -13,813 -46%
OC
439
Oarsman Capital
Wisconsin
$659K -$259K -5,975 -27%
CL
440
COWA LLC
Oklahoma
$650K +$10.7K +246 +2%
CP
441
Castleview Partners
Texas
$646K +$3.08K +71 +0.5%
AA
442
Argent Advisors
Louisiana
$645K – – –
SIAS
443
Summit Investment Advisory Services
Minnesota
$640K +$6.71K +155 +1%
PWA
444
Peterson Wealth Advisors
Utah
$634K +$5.07K +117 +0.8%
GIA
445
Gladstone Institutional Advisory
Florida
$630K +$105K +2,426 +19%
WAM
446
Wallington Asset Management
Indiana
$625K -$119K -2,745 -15%
MAM
447
MMA Asset Management
Pennsylvania
$621K -$178K -4,103 -21%
AWA
448
Arkadios Wealth Advisors
Georgia
$611K +$96.4K +2,225 +18%
CCMG
449
Clark Capital Management Group
Pennsylvania
$609K -$178K -4,110 -22%
EAM
450
Empirical Asset Management
Massachusetts
$603K +$633K +14,619 New
16 17
18
19 20