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State Street SPDR Portfolio S&P 500 Value ETF
SPYV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
426
One Capital Management
California
$2.33M -$98.1K -1,821 -4%
WFA
427
Wells Financial Advisors
Massachusetts
$2.32M -$102K -1,885 -4%
AWAU
428
Alliance Wealth Advisors (Utah)
Utah
$2.31M +$448K +8,314 +25%
FFA
429
Founders Financial Alliance
North Carolina
$2.3M +$329K +6,109 +17%
IAA
430
Independent Advisor Alliance
North Carolina
$2.28M +$286K +5,309 +15%
FA
431
FF Advisors
California
$2.28M -$121K -2,248 -5%
TCWM
432
Total Clarity Wealth Management
Illinois
$2.27M +$2.8K +52 +0.1%
WAN
433
Wealth Advisors Northwest
Oregon
$2.25M -$84.3K -1,566 -4%
CAAM
434
Cornerstone Advisors Asset Management
Pennsylvania
$2.23M -$112K -2,089 -5%
CPL
435
CAP Partners LLC
Tennessee
$2.23M +$131K +2,437 +6%
LDB
436
Lee, Danner & Bass
Tennessee
$2.22M -$197K -3,650 -8%
USCWA
437
U.S. Capital Wealth Advisors
Texas
$2.22M -$15.5K -287 -0.7%
JWM
438
Jacksonville Wealth Management
Florida
$2.21M +$492K +9,138 +30%
AF
439
Advisornet Financial
Minnesota
$2.21M -$438K -8,130 -17%
RCAG
440
Rehmann Capital Advisory Group
Michigan
$2.2M +$571K +10,611 +36%
OBWG
441
Onyx Bridge Wealth Group
New York
$2.19M +$559K +10,384 +36%
MNA
442
Manning & Napier Advisors
New York
$2.18M -$43.2K -803 -2%
MPIA
443
Milestones Private Investment Advisors
New York
$2.13M +$21.5K +400 +1%
IA
444
IFP Advisors
Florida
$2.13M +$293K +5,449 +16%
CAS
445
Coppell Advisory Solutions
Texas
$2.13M +$445K +8,260 +27%
SAM
446
Smartleaf Asset Management
Massachusetts
$2.12M +$1.1M +20,422 +113%
MAS
447
MPWM Advisory Solutions
Georgia
$2.11M -$6.41K -119 -0.3%
SWM
448
Seaside Wealth Management
California
$2.09M -$45.3K -841 -2%
FFA
449
Florida Financial Advisors
Florida
$2.09M -$3.06M -56,768 -60%
AWA
450
Arkadios Wealth Advisors
Georgia
$2.05M +$51.2K +950 +3%
16 17
18
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