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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
426
Optivise Advisory Services
Tennessee
$1.55M +$1.55M +31,715 New
EGA
427
E&G Advisors
Texas
$1.52M -$8.55K -175 -0.6%
NG
428
Norden Group
Utah
$1.52M +$23.4K +478 +2%
KWA
429
Kingswood Wealth Advisors
California
$1.51M +$1.23M +25,223 +434%
RSA
430
River Street Advisors
Illinois
$1.5M +$14.8K +302 +1%
CTFG
431
Capstone Triton Financial Group
Oklahoma
$1.5M +$40.7K +832 +3%
WFS
432
WealthGarden F.S.
California
$1.49M +$1.49M +30,540 New
NCFG
433
New Century Financial Group
New Jersey
$1.49M +$1.49M +30,529 New
BWFA
434
Baltimore-Washington Financial Advisors
Maryland
$1.48M -$15.9K -326 -1%
IHWM
435
Iron Horse Wealth Management
Iowa
$1.4M -$32.8K -671 -2%
OFS
436
OneAscent Financial Services
Alabama
$1.4M -$54.6K -1,118 -4%
LMKC
437
L.M. Kohn & Company
Ohio
$1.4M -$139K -2,847 -9%
CFS
438
Commonwealth Financial Services
West Virginia
$1.37M – – –
WP
439
WealthShield Partners
North Carolina
$1.36M -$8.6K -176 -0.6%
SMA
440
Seven Mile Advisory
New Jersey
$1.36M – – –
CF
441
Centaurus Financial
California
$1.36M +$911K +18,635 +200%
WMR
442
Wealth Management Resources
Rhode Island
$1.34M +$54.4K +1,112 +4%
CAM
443
Cresset Asset Management
Illinois
$1.34M +$85K +1,740 +7%
HGERS
444
Householder Group Estate & Retirement Specialist
Arizona
$1.33M +$180K +3,683 +16%
AF
445
Apollon Financial
South Carolina
$1.32M -$55.8K -1,141 -4%
RFN
446
Redwood Financial Network
Ohio
$1.28M +$15.3K +314 +1%
RW
447
REDW Wealth
New Mexico
$1.28M -$48.8K -998 -4%
CSPAM
448
Cary Street Partners Asset Management
Virginia
$1.27M +$5.08K +104 +0.4%
WANY
449
Wealthspire Advisors (New York)
New York
$1.27M +$48.1K +984 +4%
FIC
450
FCG Investment Company
Tennessee
$1.27M -$153K -3,121 -11%
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